Kestra Advisory Services’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Kestra Advisory Services’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	$746K	Sell	5,837 -5	-0.1%	-$665	﹤0.01%	1933
2025 Q4	$772K	Sell	5,842 -86	-1%	-$11.2K	﹤0.01%	1849
2025 Q3	$756K	Sell	5,928 -6	-0.1%	-$751	﹤0.01%	1779
2025 Q2	$741K	Sell	5,934 -149	-2%	-$17.3K	﹤0.01%	1688
2025 Q1	$694K	Sell	6,083 -857	-12%	-$101K	﹤0.01%	1611
2024 Q4	$804K	Sell	6,940 -565	-8%	-$66.4K	﹤0.01%	1538
2024 Q3	$853K	Sell	7,505 -169	-2%	-$18.6K	﹤0.01%	1421
2024 Q2	$835K	Buy	7,674 +234	+3%	+$24.6K	﹤0.01%	1437
2024 Q1	$788K	Buy	7,440 +45	+0.6%	+$4.52K	0.01%	1390
2023 Q4	$703K	Buy	7,395 +1,948	+36%	+$173K	0.01%	1323
2023 Q3	$463K	Sell	5,447 -475	-8%	-$42K	﹤0.01%	1411
2023 Q2	$521K	Buy	5,922 +13	+0.2%	+$1.09K	0.01%	1302
2023 Q1	$490K	Sell	5,909 -470	-7%	-$38.3K	0.01%	1293
2022 Q4	$503K	Buy	6,379 +489	+8%	+$38.6K	﹤0.01%	1409
2022 Q3	$429K	Sell	5,890 -181	-3%	-$14.5K	﹤0.01%	1402
2022 Q2	$461K	Buy	6,071 +629	+12%	+$52.2K	﹤0.01%	1377
2022 Q1	$502K	Buy	5,442 +527	+11%	+$48.6K	0.01%	1300
2021 Q4	$502K	Buy	4,915 +118	+2%	+$12.2K	0.01%	1319
2021 Q3	$484K	Buy	4,797 +2,282	+91%	+$237K	﹤0.01%	1398
2021 Q2	$256K	Buy	2,515 +248	+11%	+$24.6K	﹤0.01%	1680
2021 Q1	$215K	Buy	+2,267	New	+$211K	﹤0.01%	1688

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 $1.73B AUM 20.99% 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

Kestra Advisory Services's SHE Position: Q1 2026 in Review

Kestra Advisory Services reduced its State Street SPDR MSCI USA Gender Diversity ETF (SHE) stake by 0.09% in Q1 2026, selling an estimated $665 and leaving 5,837 shares worth $746K. The position accounts for ﹤0.01% of the portfolio, ranked #1933.

Kestra Advisory Services first reported a position in SHE in Q1 2021 and has held it in 21 quarters since. The position peaked at $853K in Q3 2024. 126 funds tracked by Wall St. Rank hold SHE as of Q1 2026.

Kestra Advisory Services held 5,837 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $746K as of Q1 2026.
Kestra Advisory Services sold 5 State Street SPDR MSCI USA Gender Diversity ETF shares in Q1 2026, an estimated $665.
State Street SPDR MSCI USA Gender Diversity ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1933 holding.
Kestra Advisory Services first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q1 2021 and has held it in 21 quarters since.
Kestra Advisory Services's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $853K in Q3 2024.
126 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.