Harbour Investments’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Harbour Investments’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	$25K	Hold	162	–	–	﹤0.01%	2821
2026 Q1	$20.7K	Hold	162	–	–	﹤0.01%	2868
2025 Q4	$21.4K	Sell	162 -195	-55%	-$25.3K	﹤0.01%	2386
2025 Q3	$45.5K	Buy	357 +195	+120%	+$24.4K	﹤0.01%	1955
2025 Q2	$20.2K	Hold	162	–	–	﹤0.01%	2228
2025 Q1	$18.5K	Hold	162	–	–	﹤0.01%	2214
2024 Q4	$18.8K	Hold	162	–	–	﹤0.01%	2151
2024 Q3	$18.4K	Hold	162	–	–	﹤0.01%	2097
2024 Q2	$17.6K	Buy	162 +32	+25%	+$3.36K	﹤0.01%	2019
2024 Q1	$13.8K	Hold	130	–	–	﹤0.01%	2107
2023 Q4	$12.3K	Hold	130	–	–	﹤0.01%	2073
2023 Q3	$11.1K	Hold	130	–	–	﹤0.01%	1998
2023 Q2	$11.4K	Hold	130	–	–	﹤0.01%	1977
2023 Q1	$10.8K	Hold	130	–	–	﹤0.01%	1984
2022 Q4	$10.2K	Hold	130	–	–	﹤0.01%	1942
2022 Q3	$10K	Hold	130	–	–	﹤0.01%	1940
2022 Q2	$10K	Buy	+130	New	+$10.8K	﹤0.01%	1940
2021 Q4	$13K	Hold	130	–	–	﹤0.01%	1834
2021 Q3	$13K	Hold	130	–	–	﹤0.01%	2537
2021 Q2	$13K	Hold	130	–	–	﹤0.01%	2597
2021 Q1	$12K	Buy	+130	New	+$12.1K	﹤0.01%	2512

Other funds holding SHE

RCG

Rock Creek Group Washington, District of Columbia $994M AUM 11.29% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Harbour Investments's SHE Position: Q2 2026 in Review

Harbour Investments held its State Street SPDR MSCI USA Gender Diversity ETF (SHE) position steady in Q2 2026 at 162 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #2821.

Harbour Investments first reported a position in SHE in Q1 2021 and has held it in 21 quarters since. The position peaked at $45.5K in Q3 2025. 132 funds tracked by Wall St. Rank hold SHE as of Q2 2026.

Harbour Investments held 162 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $25K as of Q2 2026.
Harbour Investments left its State Street SPDR MSCI USA Gender Diversity ETF share count unchanged in Q2 2026.
State Street SPDR MSCI USA Gender Diversity ETF made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #2821 holding.
Harbour Investments first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q1 2021 and has held it in 21 quarters since.
Harbour Investments's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $45.5K in Q3 2025.
132 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.