Pearl Planning’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Pearl Planning’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	$226K	Buy	+1,466	New	+$216K	0.1%	56

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

Pearl Planning's SHE Position: Q2 2026 in Review

Pearl Planning opened a new position in State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q2 2026: 1,466 shares worth $226K. The stake represents 0.1% of the portfolio and ranks #56 among its holdings.

132 funds tracked by Wall St. Rank hold SHE as of Q2 2026.

Pearl Planning held 1,466 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $226K as of Q2 2026.
State Street SPDR MSCI USA Gender Diversity ETF was a new Pearl Planning position in Q2 2026.
State Street SPDR MSCI USA Gender Diversity ETF made up 0.1% of Pearl Planning's portfolio in Q2 2026, its #56 holding.
132 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q2 2026.

Based on Pearl Planning's 13F filing for Q2 2026, filed 21 Jul 2026.