Osaic Holdings’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Osaic Holdings’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	$1.25M	Sell	9,814 -1,047	-10%	-$139K	﹤0.01%	2493
2025 Q4	$1.43M	Sell	10,861 -349	-3%	-$45.3K	﹤0.01%	2363
2025 Q3	$1.42M	Buy	11,210 +4,623	+70%	+$579K	﹤0.01%	2475
2025 Q2	$822K	Sell	6,587 -1,458	-18%	-$170K	﹤0.01%	2673
2025 Q1	$919K	Buy	8,045 +4,249	+112%	+$502K	﹤0.01%	2327
2024 Q4	$440K	Sell	3,796 -458	-11%	-$53.8K	﹤0.01%	2913
2024 Q3	$483K	Buy	4,254 +467	+12%	+$51.4K	﹤0.01%	2896
2024 Q2	$412K	Sell	3,787 -3,333	-47%	-$350K	﹤0.01%	2934
2024 Q1	$754K	Sell	7,120 -690	-9%	-$69.4K	﹤0.01%	2587
2023 Q4	$742K	Sell	7,810 -1,501	-16%	-$133K	﹤0.01%	2808
2023 Q3	$792K	Sell	9,311 -1,995	-18%	-$177K	﹤0.01%	2847
2023 Q2	$994K	Buy	11,306 +371	+3%	+$31.3K	﹤0.01%	2526
2023 Q1	$907K	Sell	10,935 -340	-3%	-$27.7K	﹤0.01%	2573
2022 Q4	$889K	Sell	11,275 -1,946	-15%	-$154K	﹤0.01%	2479
2022 Q3	$964K	Sell	13,221 -22	-0.2%	-$1.76K	﹤0.01%	2266
2022 Q2	$1.01M	Sell	13,243 -245	-2%	-$20.3K	﹤0.01%	2261
2022 Q1	$1.4M	Buy	13,488 +429	+3%	+$39.6K	﹤0.01%	2249
2021 Q4	$1.33M	Buy	13,059 +817	+7%	+$84.7K	﹤0.01%	2128
2021 Q3	$1.24M	Buy	12,242 +213	+2%	+$22.1K	﹤0.01%	2142
2021 Q2	$1.22M	Sell	12,029 -8,323	-41%	-$824K	﹤0.01%	2149
2021 Q1	$1.94M	Sell	20,352 -6,235	-23%	-$581K	﹤0.01%	1652
2020 Q4	$2.38M	Buy	26,587 +1,240	+5%	+$103K	0.01%	1308
2020 Q3	$1.94M	Buy	25,347 +14,616	+136%	+$1.1M	0.01%	1325
2020 Q2	$762K	Sell	10,731 -125	-1%	-$8.44K	﹤0.01%	1973
2020 Q1	$646K	Buy	+10,856	New	+$785K	﹤0.01%	1861

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 $1.73B AUM 20.99% 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

Osaic Holdings's SHE Position: Q1 2026 in Review

Osaic Holdings reduced its State Street SPDR MSCI USA Gender Diversity ETF (SHE) stake by 9.6% in Q1 2026, selling an estimated $139K and leaving 9,814 shares worth $1.25M. The position accounts for ﹤0.01% of the portfolio, ranked #2493.

Osaic Holdings first reported a position in SHE in Q1 2020 and has held it in 25 quarters since. The position peaked at $2.38M in Q4 2020. 126 funds tracked by Wall St. Rank hold SHE as of Q1 2026.

Osaic Holdings held 9,814 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $1.25M as of Q1 2026.
Osaic Holdings sold 1,047 State Street SPDR MSCI USA Gender Diversity ETF shares in Q1 2026, an estimated $139K.
State Street SPDR MSCI USA Gender Diversity ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #2493 holding.
Osaic Holdings first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q1 2020 and has held it in 25 quarters since.
Osaic Holdings's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $2.38M in Q4 2020.
126 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.