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 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 $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

Mariner's SHE Position: Q1 2026 in Review

Mariner reduced its State Street SPDR MSCI USA Gender Diversity ETF (SHE) stake by 3.8% in Q1 2026, selling an estimated $15.3K and leaving 2,892 shares worth $370K. The position accounts for ﹤0.01% of the portfolio, ranked #2697.

Mariner first reported a position in SHE in Q4 2023 and has held it in 10 quarters since. The position peaked at $591K in Q3 2024. 126 funds tracked by Wall St. Rank hold SHE as of Q1 2026.

Mariner held 2,892 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $370K as of Q1 2026.
Mariner sold 115 State Street SPDR MSCI USA Gender Diversity ETF shares in Q1 2026, an estimated $15.3K.
State Street SPDR MSCI USA Gender Diversity ETF made up ﹤0.01% of Mariner's portfolio in Q1 2026, its #2697 holding.
Mariner first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q4 2023 and has held it in 10 quarters since.
Mariner's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $591K 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 Mariner's 13F filing for Q1 2026, filed 13 May 2026.