Monument Group Wealth Advisors’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Monument Group Wealth 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 Q1	–	Sell	-1,550	Closed	-$205K	–	52
2025 Q4	$205K	Buy	+1,550	New	+$201K	0.11%	49

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

Monument Group Wealth Advisors's SHE Position: Q1 2026 in Review

Monument Group Wealth Advisors sold out of State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q1 2026, closing a stake of 1,550 shares — an estimated $205K sold.

Monument Group Wealth Advisors first reported a position in SHE in Q4 2025 and held it in 1 quarter. The position peaked at $205K in Q4 2025. 126 funds tracked by Wall St. Rank hold SHE as of Q1 2026.

Monument Group Wealth Advisors reported no remaining State Street SPDR MSCI USA Gender Diversity ETF position as of Q1 2026 after selling out during the quarter.
Monument Group Wealth Advisors sold 1,550 State Street SPDR MSCI USA Gender Diversity ETF shares in Q1 2026, an estimated $205K.
Monument Group Wealth Advisors first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q4 2025 and held it in 1 quarter.
Monument Group Wealth Advisors's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $205K in Q4 2025.
126 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q1 2026.

Based on Monument Group Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.