MFS
SHE icon

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

Mattson Financial Services’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
Q2 		– Sell
-77
Closed -$8.79K – 309
2025
Q1 		$8.79K Buy
77
+5
+7% +$591 ﹤0.01% 253
2024
Q4 		$8.18K Sell
72
-22
-23% -$2.58K ﹤0.01% 267
2024
Q3 		$10.2K Hold
94
– – ﹤0.01% 212
2024
Q2 		$10.2K Buy
+94
New +$9.87K ﹤0.01% 212

Other funds holding SHE

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Mattson Financial Services's SHE Position: Q2 2025 in Review

Mattson Financial Services sold out of State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q2 2025, closing a stake of 77 shares — an estimated $8.79K sold.

Mattson Financial Services first reported a position in SHE in Q2 2024 and held it in 4 quarters. The position peaked at $10.2K in Q3 2024. 112 funds tracked by Wall St. Rank hold SHE as of Q2 2025.

  • Mattson Financial Services reported no remaining State Street SPDR MSCI USA Gender Diversity ETF position as of Q2 2025 after selling out during the quarter.
  • Mattson Financial Services sold 77 State Street SPDR MSCI USA Gender Diversity ETF shares in Q2 2025, an estimated $8.79K.
  • Mattson Financial Services first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q2 2024 and held it in 4 quarters.
  • Mattson Financial Services's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $10.2K in Q3 2024.
  • 112 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q2 2025.

Based on Mattson Financial Services's 13F filing for Q2 2025, filed 29 Jul 2025.