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 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 $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

Howe & Rusling's SHE Position: Q1 2026 in Review

Howe & Rusling held its State Street SPDR MSCI USA Gender Diversity ETF (SHE) position steady in Q1 2026 at 1,562 shares worth $200K. The position accounts for 0.01% of the portfolio, ranked #296.

Howe & Rusling first reported a position in SHE in Q4 2022 and has held it in 14 quarters since. The position peaked at $229K in Q2 2024. 126 funds tracked by Wall St. Rank hold SHE as of Q1 2026.

Howe & Rusling held 1,562 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $200K as of Q1 2026.
Howe & Rusling left its State Street SPDR MSCI USA Gender Diversity ETF share count unchanged in Q1 2026.
State Street SPDR MSCI USA Gender Diversity ETF made up 0.01% of Howe & Rusling's portfolio in Q1 2026, its #296 holding.
Howe & Rusling first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q4 2022 and has held it in 14 quarters since.
Howe & Rusling's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $229K in Q2 2024.
126 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.