Morgan Stanley’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Morgan Stanley’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	$11.9M	Sell	93,220 -2,594	-3%	-$345K	﹤0.01%	3424
2025 Q4	$12.7M	Sell	95,814 -1,056	-1%	-$137K	﹤0.01%	3387
2025 Q3	$12.3M	Buy	96,870 +1,342	+1%	+$168K	﹤0.01%	3359
2025 Q2	$11.9M	Sell	95,528 -1,626	-2%	-$189K	﹤0.01%	3282
2025 Q1	$11.1M	Buy	97,154 +3,444	+4%	+$407K	﹤0.01%	3243
2024 Q4	$10.9M	Sell	93,710 -1,024	-1%	-$120K	﹤0.01%	3333
2024 Q3	$10.8M	Sell	94,734 -3,000	-3%	-$330K	﹤0.01%	3372
2024 Q2	$10.6M	Sell	97,734 -1,936	-2%	-$203K	﹤0.01%	3280
2024 Q1	$10.6M	Sell	99,670 -100,820	-50%	-$10.1M	﹤0.01%	3303
2023 Q4	$19M	Buy	200,490 +103,388	+106%	+$9.18M	﹤0.01%	3391
2023 Q3	$8.25M	Sell	97,102 -19,708	-17%	-$1.74M	﹤0.01%	3296
2023 Q2	$10.3M	Sell	116,810 -1,372	-1%	-$116K	﹤0.01%	3128
2023 Q1	$9.8M	Sell	118,182 -7,486	-6%	-$610K	﹤0.01%	3160
2022 Q4	$9.9M	Sell	125,668 -17,560	-12%	-$1.39M	﹤0.01%	3105
2022 Q3	$10.4M	Sell	143,228 -39,703	-22%	-$3.18M	﹤0.01%	2931
2022 Q2	$13.9M	Sell	182,931 -5,795	-3%	-$480K	﹤0.01%	2692
2022 Q1	$17.4M	Sell	188,726 -52,481	-22%	-$4.84M	﹤0.01%	2264
2021 Q4	$24.7M	Buy	241,207 +8,615	+4%	+$894K	﹤0.01%	1943
2021 Q3	$23.5M	Buy	232,592 +12,854	+6%	+$1.33M	﹤0.01%	1924
2021 Q2	$22.3M	Buy	219,738 +15,748	+8%	+$1.56M	﹤0.01%	2030
2021 Q1	$19.4M	Buy	203,990 +15,172	+8%	+$1.41M	﹤0.01%	1948
2020 Q4	$16.9M	Sell	188,818 -13,687	-7%	-$1.13M	﹤0.01%	1962
2020 Q3	$15.5M	Buy	202,505 +1,419	+0.7%	+$106K	﹤0.01%	1662
2020 Q2	$14.3M	Buy	201,086 +27,406	+16%	+$1.85M	﹤0.01%	1660
2020 Q1	$10.3M	Buy	173,680 +94,489	+119%	+$6.83M	﹤0.01%	1747
2019 Q4	$6.12M	Sell	79,191 -818	-1%	-$61.5K	﹤0.01%	2972
2019 Q3	$5.88M	Buy	80,009 +5,701	+8%	+$420K	﹤0.01%	2689
2019 Q2	$5.48M	Buy	74,308 +3,953	+6%	+$285K	﹤0.01%	2828
2019 Q1	$5M	Buy	70,355 +12,400	+21%	+$854K	﹤0.01%	2716
2018 Q4	$3.69M	Buy	57,955 +12,714	+28%	+$907K	﹤0.01%	3232
2018 Q3	$3.47M	Buy	45,241 +9,797	+28%	+$740K	﹤0.01%	3552
2018 Q2	$2.56M	Buy	35,444 +3,272	+10%	+$234K	﹤0.01%	3846
2018 Q1	$2.25M	Buy	32,172 +8,147	+34%	+$586K	﹤0.01%	3897
2017 Q4	$1.7M	Buy	24,025 +14,283	+147%	+$1.02M	﹤0.01%	4165
2017 Q3	$678K	Buy	9,742 +4,479	+85%	+$305K	﹤0.01%	4689
2017 Q2	$353K	Buy	5,263 +1,110	+27%	+$73.5K	﹤0.01%	5009
2017 Q1	$271K	Buy	+4,153	New	+$268K	﹤0.01%	5172

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

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

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return

Morgan Stanley's SHE Position: Q1 2026 in Review

Morgan Stanley reduced its State Street SPDR MSCI USA Gender Diversity ETF (SHE) stake by 2.7% in Q1 2026, selling an estimated $345K and leaving 93,220 shares worth $11.9M. The position accounts for ﹤0.01% of the portfolio, ranked #3424.

Morgan Stanley first reported a position in SHE in Q1 2017 and has held it in 37 quarters since. The position peaked at $24.7M in Q4 2021. 126 funds tracked by Wall St. Rank hold SHE as of Q1 2026.

Morgan Stanley held 93,220 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $11.9M as of Q1 2026.
Morgan Stanley sold 2,594 State Street SPDR MSCI USA Gender Diversity ETF shares in Q1 2026, an estimated $345K.
State Street SPDR MSCI USA Gender Diversity ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #3424 holding.
Morgan Stanley first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q1 2017 and has held it in 37 quarters since.
Morgan Stanley's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $24.7M in Q4 2021.
126 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.