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Grove Bank & Trust’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Grove Bank & Trust’s Portfolio SHE Stock Details SHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$291K Hold
1,886
– – 0.03% 222
2026
Q1 		$241K Hold
1,886
– – 0.03% 237
2025
Q4 		$249K Hold
1,886
– – 0.03% 239
2025
Q3 		$240K Hold
1,886
– – 0.03% 232
2025
Q2 		$235K Hold
1,886
– – 0.03% 230
2025
Q1 		$215K Hold
1,886
– – 0.03% 231
2024
Q4 		$218K Hold
1,886
– – 0.03% 210
2024
Q3 		$214K Hold
1,886
– – 0.03% 215
2024
Q2 		$205K Hold
1,886
– – 0.03% 216
2024
Q1 		$200K Hold
1,886
– – 0.03% 229
2023
Q4 		$179K Hold
1,886
– – 0.03% 228
2023
Q3 		$160K Hold
1,886
– – 0.03% 236
2023
Q2 		$166K Hold
1,886
– – 0.03% 234
2023
Q1 		$156K Hold
1,886
– – 0.03% 238
2022
Q4 		$149K Buy
+1,886
New +$149K 0.03% 239

Other funds holding SHE

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
WA
Winter & Associates St. Paul, Minnesota $133M AUM
SA
Sincerus Advisory New York $147M AUM 23.39% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $151M AUM 22.54% 1-Year Est. Return