Jones Financial Companies’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Jones Financial Companies’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	$1.22M	Buy	9,699 +3,496	+56%	+$465K	﹤0.01%	1637
2025 Q4	$819K	Buy	6,203 +1,095	+21%	+$142K	﹤0.01%	1316
2025 Q3	$647K	Buy	5,108 +585	+13%	+$73.3K	﹤0.01%	1295
2025 Q2	$560K	Buy	4,523 +394	+10%	+$45.9K	﹤0.01%	1235
2025 Q1	$468K	Buy	4,129 +2,281	+123%	+$270K	﹤0.01%	1158
2024 Q4	$214K	Buy	1,848 +270	+17%	+$31.7K	﹤0.01%	1322
2024 Q3	$180K	Buy	1,578 +953	+152%	+$105K	﹤0.01%	1164
2024 Q2	$68K	Buy	+625	New	+$65.6K	﹤0.01%	1158

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

Jones Financial Companies's SHE Position: Q1 2026 in Review

Jones Financial Companies increased its State Street SPDR MSCI USA Gender Diversity ETF (SHE) stake by 56% in Q1 2026, buying an estimated $465K and bringing the position to 9,699 shares worth $1.22M. The position accounts for ﹤0.01% of the portfolio, ranked #1637.

Jones Financial Companies first reported a position in SHE in Q2 2024 and has held it in 8 quarters since. 126 funds tracked by Wall St. Rank hold SHE as of Q1 2026.

Jones Financial Companies held 9,699 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $1.22M as of Q1 2026.
Jones Financial Companies bought 3,496 State Street SPDR MSCI USA Gender Diversity ETF shares in Q1 2026, an estimated $465K.
State Street SPDR MSCI USA Gender Diversity ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1637 holding.
Jones Financial Companies first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q2 2024 and has held it in 8 quarters since.
126 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.