Lindbrook Capital’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Lindbrook Capital’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
2025 Q1	$28.5K	Hold	250	–	–	﹤0.01%	1205
2024 Q4	$28.9K	Hold	250	–	–	﹤0.01%	1075
2024 Q3	$28.4K	Hold	250	–	–	﹤0.01%	1100
2024 Q2	$27.2K	Hold	250	–	–	﹤0.01%	1072
2024 Q1	$26.5K	Hold	250	–	–	﹤0.01%	1073
2023 Q4	$23.7K	Hold	250	–	–	﹤0.01%	1089
2023 Q3	$21.3K	Hold	250	–	–	﹤0.01%	1030
2023 Q2	$22K	Hold	250	–	–	﹤0.01%	1036
2023 Q1	$20.7K	Hold	250	–	–	﹤0.01%	1059
2022 Q4	$19.7K	Hold	250	–	–	﹤0.01%	1070
2022 Q3	$18K	Hold	250	–	–	﹤0.01%	1041
2022 Q2	$19K	Hold	250	–	–	﹤0.01%	993
2022 Q1	$23K	Hold	250	–	–	﹤0.01%	959
2021 Q4	$26K	Buy	+250	New	+$25.9K	﹤0.01%	933

Other funds holding SHE

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lindbrook Capital's SHE Position: Q1 2025 in Review

Lindbrook Capital held its State Street SPDR MSCI USA Gender Diversity ETF (SHE) position steady in Q1 2025 at 250 shares worth $28.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1205.

Lindbrook Capital first reported a position in SHE in Q4 2021 and has held it in 14 quarters since. The position peaked at $28.9K in Q4 2024. 108 funds tracked by Wall St. Rank hold SHE as of Q1 2025.

Lindbrook Capital held 250 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $28.5K as of Q1 2025.
Lindbrook Capital left its State Street SPDR MSCI USA Gender Diversity ETF share count unchanged in Q1 2025.
State Street SPDR MSCI USA Gender Diversity ETF made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1205 holding.
Lindbrook Capital first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q4 2021 and has held it in 14 quarters since.
Lindbrook Capital's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $28.9K in Q4 2024.
108 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.