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
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 $988M AUM 8.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $1.55B AUM 19.86% 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

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return

PFG Investments's SHE Position: Q4 2025 in Review

PFG Investments sold out of State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q4 2025, closing a stake of 2,376 shares — an estimated $303K sold.

PFG Investments first reported a position in SHE in Q2 2023 and held it in 9 quarters. The position peaked at $303K in Q3 2025. 126 funds tracked by Wall St. Rank hold SHE as of Q4 2025.

PFG Investments reported no remaining State Street SPDR MSCI USA Gender Diversity ETF position as of Q4 2025 after selling out during the quarter.
PFG Investments sold 2,376 State Street SPDR MSCI USA Gender Diversity ETF shares in Q4 2025, an estimated $303K.
PFG Investments first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q2 2023 and held it in 9 quarters.
PFG Investments's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $303K in Q3 2025.
126 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q4 2025.

Based on PFG Investments's 13F filing for Q4 2025, filed 26 Jan 2026.