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

Pathstone 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 Q2	$246K	Hold	1,592	–	–	﹤0.01%	2152
2026 Q1	$203K	Sell	1,592 -150	-9%	-$20K	﹤0.01%	2106
2025 Q4	$230K	Sell	1,742 -99	-5%	-$12.9K	﹤0.01%	2061
2025 Q3	$235K	Hold	1,841	–	–	﹤0.01%	2137
2025 Q2	$230K	Hold	1,841	–	–	﹤0.01%	2017
2025 Q1	$210K	Hold	1,841	–	–	﹤0.01%	2061
2024 Q4	$213K	Hold	1,841	–	–	﹤0.01%	2144
2024 Q3	$209K	Hold	1,841	–	–	﹤0.01%	2153
2024 Q2	$200K	Buy	+1,841	New	+$193K	﹤0.01%	2152

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

Pathstone Holdings's SHE Position: Q2 2026 in Review

Pathstone Holdings held its State Street SPDR MSCI USA Gender Diversity ETF (SHE) position steady in Q2 2026 at 1,592 shares worth $246K. The position accounts for ﹤0.01% of the portfolio, ranked #2152.

Pathstone Holdings first reported a position in SHE in Q2 2024 and has held it in 9 quarters since. 132 funds tracked by Wall St. Rank hold SHE as of Q2 2026.

Pathstone Holdings held 1,592 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $246K as of Q2 2026.
Pathstone Holdings left its State Street SPDR MSCI USA Gender Diversity ETF share count unchanged in Q2 2026.
State Street SPDR MSCI USA Gender Diversity ETF made up ﹤0.01% of Pathstone Holdings's portfolio in Q2 2026, its #2152 holding.
Pathstone Holdings first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q2 2024 and has held it in 9 quarters since.
132 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.