Laurel Wealth Planning’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Laurel Wealth Planning’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	$539K	Sell	4,221 -490	-10%	-$65.2K	0.28%	45
2025 Q4	$622K	Hold	4,711	–	–	0.34%	45
2025 Q3	$600K	Sell	4,711 -660	-12%	-$82.7K	0.32%	45
2025 Q2	$670K	Buy	5,371 +119	+2%	+$13.8K	0.38%	41
2025 Q1	$599K	Sell	5,252 -214	-4%	-$25.3K	0.4%	40
2024 Q4	$633K	Buy	5,466 +153	+3%	+$18K	0.41%	39
2024 Q3	$604K	Sell	5,313 -3	-0.1%	-$330	0.39%	41
2024 Q2	$578K	Buy	5,316 +181	+4%	+$19K	0.4%	39
2024 Q1	$544K	Sell	5,135 -206	-4%	-$20.7K	0.36%	40
2023 Q4	$507K	Sell	5,341 -1,579	-23%	-$140K	0.36%	39
2023 Q3	$588K	Sell	6,920 -473	-6%	-$41.9K	0.46%	39
2023 Q2	$651K	Buy	7,393 +353	+5%	+$29.7K	0.46%	41
2023 Q1	$584K	Sell	7,040 -36	-0.5%	-$2.94K	0.39%	44
2022 Q4	$558K	Hold	7,076	–	–	0.36%	45
2022 Q3	$515K	Sell	7,076 -293	-4%	-$23.4K	0.38%	45
2022 Q2	$560K	Sell	7,369 -7,838	-52%	-$650K	0.39%	45
2022 Q1	$1.4M	Sell	15,207 -2,161	-12%	-$199K	0.95%	31
2021 Q4	$1.77M	Sell	17,368 -251	-1%	-$26K	1.34%	24
2021 Q3	$1.78M	Buy	17,619 +227	+1%	+$23.6K	1.44%	22
2021 Q2	$1.77M	Buy	17,392 +1,665	+11%	+$165K	1.54%	22
2021 Q1	$1.49M	Buy	15,727 +271	+2%	+$25.2K	1.37%	24
2020 Q4	$1.39M	Buy	+15,456	New	+$1.28M	1.35%	25

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

Laurel Wealth Planning's SHE Position: Q1 2026 in Review

Laurel Wealth Planning reduced its State Street SPDR MSCI USA Gender Diversity ETF (SHE) stake by 10% in Q1 2026, selling an estimated $65.2K and leaving 4,221 shares worth $539K. The position accounts for 0.28% of the portfolio, ranked #45.

Laurel Wealth Planning first reported a position in SHE in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.78M in Q3 2021. 126 funds tracked by Wall St. Rank hold SHE as of Q1 2026.

Laurel Wealth Planning held 4,221 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $539K as of Q1 2026.
Laurel Wealth Planning sold 490 State Street SPDR MSCI USA Gender Diversity ETF shares in Q1 2026, an estimated $65.2K.
State Street SPDR MSCI USA Gender Diversity ETF made up 0.28% of Laurel Wealth Planning's portfolio in Q1 2026, its #45 holding.
Laurel Wealth Planning first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q4 2020 and has held it in 22 quarters since.
Laurel Wealth Planning's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $1.78M in Q3 2021.
126 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q1 2026.

Based on Laurel Wealth Planning's 13F filing for Q1 2026, filed 23 Apr 2026.