Howe & Rusling’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Howe & Rusling’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	$241K	Hold	1,562	–	–	0.01%	291
2026 Q1	$200K	Hold	1,562	–	–	0.01%	296
2025 Q4	$206K	Hold	1,562	–	–	0.01%	296
2025 Q3	$199K	Hold	1,562	–	–	0.01%	293
2025 Q2	$195K	Hold	1,562	–	–	0.01%	283
2025 Q1	$178K	Hold	1,562	–	–	0.02%	272
2024 Q4	$181K	Hold	1,562	–	–	0.02%	259
2024 Q3	$177K	Sell	1,562 -546	-26%	-$60.1K	0.02%	255
2024 Q2	$229K	Hold	2,108	–	–	0.02%	225
2024 Q1	$223K	Hold	2,108	–	–	0.02%	236
2023 Q4	$200K	Sell	2,108 -33	-2%	-$2.93K	0.02%	228
2023 Q3	$182K	Buy	2,141 +1,595	+292%	+$141K	0.02%	220
2023 Q2	$48.1K	Hold	546	–	–	0.01%	263
2023 Q1	$45.3K	Hold	546	–	–	0.01%	248
2022 Q4	$43K	Buy	+546	New	+$43.1K	0.01%	244

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

Howe & Rusling's SHE Position: Q2 2026 in Review

Howe & Rusling held its State Street SPDR MSCI USA Gender Diversity ETF (SHE) position steady in Q2 2026 at 1,562 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #291.

Howe & Rusling first reported a position in SHE in Q4 2022 and has held it in 15 quarters since. 132 funds tracked by Wall St. Rank hold SHE as of Q2 2026.

Howe & Rusling held 1,562 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $241K as of Q2 2026.
Howe & Rusling 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 Howe & Rusling's portfolio in Q2 2026, its #291 holding.
Howe & Rusling first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q4 2022 and has held it in 15 quarters since.
132 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q2 2026.

Based on Howe & Rusling's 13F filing for Q2 2026, filed 10 Aug 2026.