PFG Investments’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

PFG Investments’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	$207K	Buy	+1,343	New	+$198K	0.01%	1155
2025 Q4	–	Sell	-2,376	Closed	-$303K	–	1213
2025 Q3	$303K	Buy	2,376 +5	+0.2%	+$626	0.02%	791
2025 Q2	$296K	Buy	2,371 +5	+0.2%	+$582	0.02%	743
2025 Q1	$270K	Buy	2,366 +6	+0.3%	+$709	0.02%	762
2024 Q4	$273K	Buy	2,360 +5	+0.2%	+$587	0.02%	753
2024 Q3	$268K	Buy	2,355 +4	+0.2%	+$441	0.02%	764
2024 Q2	$256K	Sell	2,351 -102	-4%	-$10.7K	0.02%	714
2024 Q1	$260K	Buy	2,453 +137	+6%	+$13.8K	0.02%	797
2023 Q4	$220K	Buy	+2,316	New	+$206K	0.04%	422
2023 Q3	–	Sell	-2,305	Closed	-$203K	–	540
2023 Q2	$203K	Buy	+2,305	New	+$194K	0.04%	463

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

PFG Investments's SHE Position: Q2 2026 in Review

PFG Investments opened a new position in State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q2 2026: 1,343 shares worth $207K. The stake represents 0.01% of the portfolio and ranks #1155 among its holdings. This is a return to the name: PFG Investments previously reported a position in SHE as recently as Q3 2025.

PFG Investments first reported a position in SHE in Q2 2023 and has held it in 10 quarters since. The position peaked at $303K in Q3 2025. 132 funds tracked by Wall St. Rank hold SHE as of Q2 2026.

PFG Investments held 1,343 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $207K as of Q2 2026.
State Street SPDR MSCI USA Gender Diversity ETF was a new PFG Investments position in Q2 2026.
State Street SPDR MSCI USA Gender Diversity ETF made up 0.01% of PFG Investments's portfolio in Q2 2026, its #1155 holding.
PFG Investments first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q2 2023 and has held it in 10 quarters since.
PFG Investments's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $303K in Q3 2025.
132 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.