LPL Financial
SHE icon

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

LPL Financial’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 		$6.26M Sell
48,979
-72,383
-60% -$9.63M ﹤0.01% 2424
2025
Q4 		$16M Buy
121,362
+2,383
+2% +$310K ﹤0.01% 1558
2025
Q3 		$15.2M Buy
118,979
+3,911
+3% +$490K ﹤0.01% 1550
2025
Q2 		$14.4M Buy
115,068
+6,295
+6% +$733K ﹤0.01% 1469
2025
Q1 		$12.4M Buy
108,773
+4,058
+4% +$479K ﹤0.01% 1454
2024
Q4 		$12.1M Buy
104,715
+1,307
+1% +$154K ﹤0.01% 1398
2024
Q3 		$11.7M Buy
103,408
+2,192
+2% +$241K 0.01% 1360
2024
Q2 		$11M Sell
101,216
-1,395
-1% -$146K 0.01% 1319
2024
Q1 		$10.9M Buy
102,611
+3,940
+4% +$396K 0.01% 1281
2023
Q4 		$9.37M Buy
98,671
+100
+0.1% +$8.88K 0.01% 1296
2023
Q3 		$8.38M Sell
98,571
-1,115
-1% -$98.7K 0.01% 1270
2023
Q2 		$8.78M Buy
99,686
+1,257
+1% +$106K 0.01% 1206
2023
Q1 		$8.16M Sell
98,429
-2,827
-3% -$231K 0.01% 1214
2022
Q4 		$7.98M Buy
101,256
+7,824
+8% +$618K 0.01% 1167
2022
Q3 		$6.8M Buy
93,432
+10,664
+13% +$853K 0.01% 1162
2022
Q2 		$6.29M Sell
82,768
-1,488
-2% -$123K 0.01% 1239
2022
Q1 		$7.78M Buy
84,256
+7,771
+10% +$717K 0.01% 1138
2021
Q4 		$7.82M Buy
76,485
+11,631
+18% +$1.21M 0.01% 1172
2021
Q3 		$6.55M Buy
64,854
+16,742
+35% +$1.74M 0.01% 1209
2021
Q2 		$4.89M Buy
48,112
+6,832
+17% +$677K ﹤0.01% 1357
2021
Q1 		$3.92M Buy
41,280
+5,329
+15% +$496K ﹤0.01% 1389
2020
Q4 		$3.22M Buy
35,951
+5,552
+18% +$459K ﹤0.01% 1375
2020
Q3 		$2.33M Sell
30,399
-1,470
-5% -$110K ﹤0.01% 1373
2020
Q2 		$2.27M Buy
31,869
+2,125
+7% +$144K ﹤0.01% 1282
2020
Q1 		$1.76M Buy
29,744
+3,930
+15% +$284K ﹤0.01% 1273
2019
Q4 		$1.99M Buy
25,814
+12,260
+90% +$921K ﹤0.01% 1358
2019
Q3 		$996K Buy
13,554
+1,636
+14% +$121K ﹤0.01% 1745
2019
Q2 		$879K Buy
11,918
+359
+3% +$25.9K ﹤0.01% 1822
2019
Q1 		$821K Sell
11,559
-2,530
-18% -$174K ﹤0.01% 1793
2018
Q4 		$898K Buy
14,089
+2,444
+21% +$174K ﹤0.01% 1615
2018
Q3 		$894K Buy
11,645
+650
+6% +$49.1K ﹤0.01% 1757
2018
Q2 		$796K Buy
10,995
+1,897
+21% +$136K ﹤0.01% 1791
2018
Q1 		$638K Buy
9,098
+2,672
+42% +$192K ﹤0.01% 1943
2017
Q4 		$455K Buy
6,426
+3,146
+96% +$224K ﹤0.01% 2142
2017
Q3 		$228K Buy
+3,280
New +$223K ﹤0.01% 2571

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return

LPL Financial's SHE Position: Q1 2026 in Review

LPL Financial reduced its State Street SPDR MSCI USA Gender Diversity ETF (SHE) stake by 60% in Q1 2026, selling an estimated $9.63M and leaving 48,979 shares worth $6.26M. The position accounts for ﹤0.01% of the portfolio, ranked #2424.

LPL Financial first reported a position in SHE in Q3 2017 and has held it in 35 quarters since. The position peaked at $16M in Q4 2025. 126 funds tracked by Wall St. Rank hold SHE as of Q1 2026.

  • LPL Financial held 48,979 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $6.26M as of Q1 2026.
  • LPL Financial sold 72,383 State Street SPDR MSCI USA Gender Diversity ETF shares in Q1 2026, an estimated $9.63M.
  • State Street SPDR MSCI USA Gender Diversity ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2424 holding.
  • LPL Financial first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q3 2017 and has held it in 35 quarters since.
  • LPL Financial's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $16M in Q4 2025.
  • 126 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.