Princeton Global Asset Management’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Princeton Global Asset Management’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	$81.8K	Buy	529 +1	+0.2%	+$147	0.01%	314
2026 Q1	$67.5K	Buy	528 +1	+0.2%	+$133	0.01%	324
2025 Q4	$69.5K	Buy	527 +2	+0.4%	+$260	0.01%	311
2025 Q3	$66.9K	Buy	525 +2	+0.4%	+$250	0.01%	288
2025 Q2	$65.3K	Buy	523 +2	+0.4%	+$233	0.01%	285
2025 Q1	$59.5K	Buy	521 +1	+0.2%	+$118	0.01%	277
2024 Q4	$60.2K	Buy	520 +2	+0.4%	+$235	0.01%	290
2024 Q3	$58.8K	Buy	518 +1	+0.2%	+$110	0.01%	297
2024 Q2	$56.2K	Buy	517 +2	+0.4%	+$210	0.01%	274
2024 Q1	$54.5K	Buy	515 +1	+0.2%	+$101	0.01%	252
2023 Q4	$48.8K	Buy	514 +2	+0.4%	+$178	0.01%	265
2023 Q3	$43.5K	Buy	512 +2	+0.4%	+$177	0.01%	265
2023 Q2	$44.9K	Buy	510 +2	+0.4%	+$169	0.01%	270
2023 Q1	$42.1K	Buy	508 +2	+0.4%	+$163	0.01%	276
2022 Q4	$40K	Buy	506 +2	+0.4%	+$158	0.01%	255
2022 Q3	$37K	Buy	504 +2	+0.4%	+$160	0.01%	267
2022 Q2	$38K	Buy	502 +2	+0.4%	+$166	0.01%	273
2022 Q1	$46K	Hold	500	–	–	0.01%	274
2021 Q4	$51K	Hold	500	–	–	0.01%	254
2021 Q3	$50K	Hold	500	–	–	0.02%	257
2021 Q2	$51K	Hold	500	–	–	0.02%	253
2021 Q1	$47K	Hold	500	–	–	0.02%	246
2020 Q4	$45K	Hold	500	–	–	0.02%	253
2020 Q3	$38K	Buy	500 +250	+100%	+$18.7K	0.02%	234
2020 Q2	$17K	Hold	250	–	–	0.01%	370
2020 Q1	$15K	Buy	+250	New	+$18.1K	0.01%	341

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

Princeton Global Asset Management's SHE Position: Q2 2026 in Review

Princeton Global Asset Management increased its State Street SPDR MSCI USA Gender Diversity ETF (SHE) stake by 0.19% in Q2 2026, buying an estimated $147 and bringing the position to 529 shares worth $81.8K. The position accounts for 0.01% of the portfolio, ranked #314.

Princeton Global Asset Management first reported a position in SHE in Q1 2020 and has held it in 26 quarters since. 132 funds tracked by Wall St. Rank hold SHE as of Q2 2026.

Princeton Global Asset Management held 529 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $81.8K as of Q2 2026.
Princeton Global Asset Management bought 1 State Street SPDR MSCI USA Gender Diversity ETF share in Q2 2026, an estimated $147.
State Street SPDR MSCI USA Gender Diversity ETF made up 0.01% of Princeton Global Asset Management's portfolio in Q2 2026, its #314 holding.
Princeton Global Asset Management first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q1 2020 and has held it in 26 quarters since.
132 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.