Marshall Investment Management’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Marshall Investment Management’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	$73.4K	Buy	475 +1	+0.2%	+$147	0.03%	111
2026 Q1	$60.5K	Buy	+474	New	+$63.1K	0.03%	115
2025 Q2	–	Sell	-458	Closed	-$52.3K	–	189
2025 Q1	$52.3K	Buy	458 +3	+0.7%	+$354	0.03%	108
2024 Q4	$51.7K	Buy	+455	New	+$53.5K	0.03%	102

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

Marshall Investment Management's SHE Position: Q2 2026 in Review

Marshall Investment Management increased its State Street SPDR MSCI USA Gender Diversity ETF (SHE) stake by 0.21% in Q2 2026, buying an estimated $147 and bringing the position to 475 shares worth $73.4K. The position accounts for 0.03% of the portfolio, ranked #111.

Marshall Investment Management first reported a position in SHE in Q4 2024 and has held it in 4 quarters since. 132 funds tracked by Wall St. Rank hold SHE as of Q2 2026.

Marshall Investment Management held 475 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $73.4K as of Q2 2026.
Marshall Investment Management bought 1 State Street SPDR MSCI USA Gender Diversity ETF share in Q2 2026, an estimated $147.
State Street SPDR MSCI USA Gender Diversity ETF made up 0.03% of Marshall Investment Management's portfolio in Q2 2026, its #111 holding.
Marshall Investment Management first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q4 2024 and has held it in 4 quarters since.
132 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q2 2026.

Based on Marshall Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.