Janney Montgomery Scott’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Janney Montgomery Scott’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	$331K	Buy	2,140 +12	+0.6%	+$1.76K	﹤0.01%	2674
2026 Q1	$272K	Buy	2,128 +500	+31%	+$66.5K	﹤0.01%	2450
2025 Q4	$215K	Sell	1,628 -70	-4%	-$9.1K	﹤0.01%	2773
2025 Q3	$216K	Buy	+1,698	New	+$213K	﹤0.01%	2694
2024 Q3	–	Sell	-2,061	Closed	-$224K	–	2828
2024 Q2	$224K	Hold	2,061	–	–	﹤0.01%	2390
2024 Q1	$218K	Buy	+2,061	New	+$207K	﹤0.01%	2522
2022 Q2	–	Sell	-2,185	Closed	-$202K	–	2423
2022 Q1	$202K	Hold	2,185	–	–	﹤0.01%	2094
2021 Q4	$223K	Hold	2,185	–	–	﹤0.01%	2174
2021 Q3	$221K	Hold	2,185	–	–	﹤0.01%	2116
2021 Q2	$222K	Hold	2,185	–	–	﹤0.01%	2082
2021 Q1	$207K	Buy	+2,185	New	+$204K	﹤0.01%	2039
2020 Q4	–	Sell	-3,102	Closed	-$238K	–	2269
2020 Q3	$238K	Sell	3,102 -23	-0.7%	-$1.73K	﹤0.01%	1823
2020 Q2	$222K	Buy	+3,125	New	+$211K	﹤0.01%	1785

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

Janney Montgomery Scott's SHE Position: Q2 2026 in Review

Janney Montgomery Scott increased its State Street SPDR MSCI USA Gender Diversity ETF (SHE) stake by 0.56% in Q2 2026, buying an estimated $1.76K and bringing the position to 2,140 shares worth $331K. The position accounts for ﹤0.01% of the portfolio, ranked #2674.

Janney Montgomery Scott first reported a position in SHE in Q2 2020 and has held it in 13 quarters since. 132 funds tracked by Wall St. Rank hold SHE as of Q2 2026.

Janney Montgomery Scott held 2,140 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $331K as of Q2 2026.
Janney Montgomery Scott bought 12 State Street SPDR MSCI USA Gender Diversity ETF shares in Q2 2026, an estimated $1.76K.
State Street SPDR MSCI USA Gender Diversity ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2674 holding.
Janney Montgomery Scott first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q2 2020 and has held it in 13 quarters since.
132 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.