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

Napier Financial’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	$650K	Buy	4,206 +40	+1%	+$5.88K	0.14%	60
2026 Q1	$532K	Buy	+4,166	New	+$554K	0.12%	64

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

Napier Financial's SHE Position: Q2 2026 in Review

Napier Financial increased its State Street SPDR MSCI USA Gender Diversity ETF (SHE) stake by 0.96% in Q2 2026, buying an estimated $5.88K and bringing the position to 4,206 shares worth $650K. The position accounts for 0.14% of the portfolio, ranked #60.

Napier Financial first reported a position in SHE in Q1 2026 and has held it in 2 quarters since. 132 funds tracked by Wall St. Rank hold SHE as of Q2 2026.

Napier Financial held 4,206 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $650K as of Q2 2026.
Napier Financial bought 40 State Street SPDR MSCI USA Gender Diversity ETF shares in Q2 2026, an estimated $5.88K.
State Street SPDR MSCI USA Gender Diversity ETF made up 0.14% of Napier Financial's portfolio in Q2 2026, its #60 holding.
Napier Financial first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q1 2026 and has held it in 2 quarters since.
132 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q2 2026.

Based on Napier Financial's 13F filing for Q2 2026, filed 31 Jul 2026.