Mercer Global Advisors’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Mercer Global Advisors’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	$677K	Sell	4,382 -8	-0.2%	-$1.18K	﹤0.01%	2044
2026 Q1	$561K	Sell	4,390 -241	-5%	-$32.1K	﹤0.01%	1906
2025 Q4	$612K	Sell	4,631 -14	-0.3%	-$1.82K	﹤0.01%	1734
2025 Q3	$592K	Buy	4,645 +1,650	+55%	+$207K	﹤0.01%	1666
2025 Q2	$374K	Sell	2,995 -63	-2%	-$7.33K	﹤0.01%	1724
2025 Q1	$349K	Sell	3,058 -412	-12%	-$48.7K	﹤0.01%	1677
2024 Q4	$402K	Sell	3,470 -1,724	-33%	-$203K	﹤0.01%	1576
2024 Q3	$589K	Sell	5,194 -365	-7%	-$40.2K	﹤0.01%	1254
2024 Q2	$605K	Sell	5,559 -29	-0.5%	-$3.04K	﹤0.01%	1206
2024 Q1	$592K	Sell	5,588 -1,565	-22%	-$157K	﹤0.01%	1183
2023 Q4	$680K	Sell	7,153 -1,010	-12%	-$89.7K	﹤0.01%	1154
2023 Q3	$694K	Buy	8,163 +8	+0.1%	+$708	﹤0.01%	1094
2023 Q2	$718K	Sell	8,155 -1,329	-14%	-$112K	﹤0.01%	1075
2023 Q1	$786K	Sell	9,484 -986	-9%	-$80.4K	﹤0.01%	1001
2022 Q4	$825K	Buy	10,470 +222	+2%	+$17.5K	﹤0.01%	994
2022 Q3	$746K	Sell	10,248 -1,398	-12%	-$112K	﹤0.01%	975
2022 Q2	$884K	Sell	11,646 -149	-1%	-$12.4K	0.01%	900
2022 Q1	$1.09M	Buy	11,795 +2,105	+22%	+$194K	0.01%	863
2021 Q4	$990K	Buy	9,690 +172	+2%	+$17.8K	0.01%	889
2021 Q3	$961K	Sell	9,518 -145	-2%	-$15K	0.01%	875
2021 Q2	$982K	Buy	9,663 +620	+7%	+$61.4K	0.01%	844
2021 Q1	$859K	Sell	9,043 -19	-0.2%	-$1.77K	0.01%	840
2020 Q4	$812K	Sell	9,062 -9	-0.1%	-$745	0.01%	677
2020 Q3	$695K	Buy	+9,071	New	+$680K	0.01%	668
2020 Q2	–	Sell	-7,100	Closed	-$419K	–	1162
2020 Q1	$419K	Buy	7,100 +994	+16%	+$71.9K	0.01%	706
2019 Q4	$472K	Buy	+6,106	New	+$459K	0.01%	754

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

Mercer Global Advisors's SHE Position: Q2 2026 in Review

Mercer Global Advisors reduced its State Street SPDR MSCI USA Gender Diversity ETF (SHE) stake by 0.18% in Q2 2026, selling an estimated $1.18K and leaving 4,382 shares worth $677K. The position accounts for ﹤0.01% of the portfolio, ranked #2044.

Mercer Global Advisors first reported a position in SHE in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.09M in Q1 2022. 132 funds tracked by Wall St. Rank hold SHE as of Q2 2026.

Mercer Global Advisors held 4,382 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $677K as of Q2 2026.
Mercer Global Advisors sold 8 State Street SPDR MSCI USA Gender Diversity ETF shares in Q2 2026, an estimated $1.18K.
State Street SPDR MSCI USA Gender Diversity ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #2044 holding.
Mercer Global Advisors first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q4 2019 and has held it in 26 quarters since.
Mercer Global Advisors's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $1.09M in Q1 2022.
132 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.