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

Mariner’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 Q2	–	Sell	-2,892	Closed	-$370K	–	3867
2026 Q1	$370K	Sell	2,892 -115	-4%	-$15.3K	﹤0.01%	2697
2025 Q4	$397K	Buy	3,007 +4	+0.1%	+$520	﹤0.01%	2620
2025 Q3	$383K	Buy	3,003 +3	+0.1%	+$376	﹤0.01%	2629
2025 Q2	$374K	Buy	3,000 +3	+0.1%	+$349	﹤0.01%	2541
2025 Q1	$342K	Sell	2,997 -10	-0.3%	-$1.18K	﹤0.01%	2504
2024 Q4	$348K	Sell	3,007 -2,196	-42%	-$258K	﹤0.01%	2497
2024 Q3	$591K	Buy	5,203 +21	+0.4%	+$2.31K	﹤0.01%	1998
2024 Q2	$564K	Buy	5,182 +6	+0.1%	+$630	﹤0.01%	1959
2024 Q1	$548K	Sell	5,176 -194	-4%	-$19.5K	﹤0.01%	1955
2023 Q4	$510K	Buy	+5,370	New	+$477K	﹤0.01%	1920

Other funds holding SHE

RCG

Rock Creek Group Washington, District of Columbia $994M AUM 11.29% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Mariner's SHE Position: Q2 2026 in Review

Mariner sold out of State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q2 2026, closing a stake of 2,892 shares — an estimated $370K sold.

Mariner first reported a position in SHE in Q4 2023 and held it in 10 quarters. The position peaked at $591K in Q3 2024. 132 funds tracked by Wall St. Rank hold SHE as of Q2 2026.

Mariner reported no remaining State Street SPDR MSCI USA Gender Diversity ETF position as of Q2 2026 after selling out during the quarter.
Mariner sold 2,892 State Street SPDR MSCI USA Gender Diversity ETF shares in Q2 2026, an estimated $370K.
Mariner first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q4 2023 and held it in 10 quarters.
Mariner's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $591K in Q3 2024.
132 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.