HighTower Advisors’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

HighTower Advisors’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 Q1	$334K	Buy	2,609 +152	+6%	+$20.2K	﹤0.01%	3071
2025 Q4	$325K	Buy	2,457 +3	+0.1%	+$390	﹤0.01%	2983
2025 Q3	$313K	Buy	2,454 +252	+11%	+$31.6K	﹤0.01%	3009
2025 Q2	$275K	Hold	2,202	–	–	﹤0.01%	3009
2025 Q1	$251K	Buy	2,202 +2	+0.1%	+$236	﹤0.01%	3009
2024 Q4	$255K	Buy	2,200 +3	+0.1%	+$352	﹤0.01%	3012
2024 Q3	$248K	Buy	2,197 +3	+0.1%	+$330	﹤0.01%	2965
2024 Q2	$238K	Buy	2,194 +2	+0.1%	+$210	﹤0.01%	2902
2024 Q1	$232K	Buy	+2,192	New	+$220K	﹤0.01%	2885
2023 Q3	–	Sell	-2,317	Closed	-$203K	–	3728
2023 Q2	$203K	Buy	+2,317	New	+$195K	﹤0.01%	2859
2022 Q4	–	Sell	-7,375	Closed	-$539K	–	3494
2022 Q3	$539K	Buy	7,375 +412	+6%	+$33K	﹤0.01%	1974
2022 Q2	$529K	Buy	6,963 +3	+0%	+$249	﹤0.01%	2018
2022 Q1	$640K	Sell	6,960 -62	-0.9%	-$5.72K	﹤0.01%	2012
2021 Q4	$715K	Sell	7,022 -1,911	-21%	-$198K	﹤0.01%	1943
2021 Q3	$901K	Buy	8,933 +85	+1%	+$8.82K	﹤0.01%	1716
2021 Q2	$897K	Sell	8,848 -48	-0.5%	-$4.75K	﹤0.01%	1698
2021 Q1	$843K	Buy	8,896 +3	+0%	+$279	﹤0.01%	1674
2020 Q4	$795K	Buy	8,893 +4,139	+87%	+$343K	﹤0.01%	1385
2020 Q3	$366K	Sell	4,754 -670	-12%	-$50.2K	﹤0.01%	1726
2020 Q2	$385K	Sell	5,424 -198	-4%	-$13.4K	﹤0.01%	1591
2020 Q1	$333K	Sell	5,622 -613	-10%	-$44.3K	﹤0.01%	1511
2019 Q4	$481K	Buy	6,235 +2,321	+59%	+$174K	﹤0.01%	1465
2019 Q3	$285K	Sell	3,914 -598	-13%	-$44.1K	﹤0.01%	1825
2019 Q2	$330K	Buy	4,512 +762	+20%	+$54.9K	﹤0.01%	1745
2019 Q1	$263K	Hold	3,750	–	–	﹤0.01%	1791
2018 Q4	$235K	Buy	3,750 +200	+6%	+$14.3K	﹤0.01%	1737
2018 Q3	$274K	Buy	+3,550	New	+$268K	﹤0.01%	1771

Other funds holding SHE

RCG

Rock Creek Group Washington, District of Columbia $988M AUM 8.89% 1-Year Est. Return

FAFN

First Affirmative Financial Network Colorado Springs, Colorado $258M AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.55B AUM 19.86% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

HighTower Advisors's SHE Position: Q1 2026 in Review

HighTower Advisors increased its State Street SPDR MSCI USA Gender Diversity ETF (SHE) stake by 6.2% in Q1 2026, buying an estimated $20.2K and bringing the position to 2,609 shares worth $334K. The position accounts for ﹤0.01% of the portfolio, ranked #3071.

HighTower Advisors first reported a position in SHE in Q3 2018 and has held it in 27 quarters since. The position peaked at $901K in Q3 2021. 126 funds tracked by Wall St. Rank hold SHE as of Q1 2026.

HighTower Advisors held 2,609 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $334K as of Q1 2026.
HighTower Advisors bought 152 State Street SPDR MSCI USA Gender Diversity ETF shares in Q1 2026, an estimated $20.2K.
State Street SPDR MSCI USA Gender Diversity ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #3071 holding.
HighTower Advisors first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q3 2018 and has held it in 27 quarters since.
HighTower Advisors's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $901K in Q3 2021.
126 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.