Principal Securities’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Principal Securities’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	-69	Closed	-$8.79K	–	3156
2025 Q3	$8.79K	Hold	69	–	–	﹤0.01%	2770
2025 Q2	$8.61K	Hold	69	–	–	﹤0.01%	2673
2025 Q1	$7.99K	Hold	69	–	–	﹤0.01%	2610
2024 Q4	$7.99K	Sell	69 -189	-73%	-$22.2K	﹤0.01%	2606
2024 Q3	$29.3K	Hold	258	–	–	﹤0.01%	1931
2024 Q2	$28.1K	Hold	258	–	–	﹤0.01%	1887
2024 Q1	$27.3K	Buy	258 +189	+274%	+$19K	﹤0.01%	1853
2023 Q4	$6.55K	Buy	+69	New	+$6.13K	﹤0.01%	2426

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 $1.73B AUM 20.99% 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

Principal Securities's SHE Position: Q4 2025 in Review

Principal Securities sold out of State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q4 2025, closing a stake of 69 shares — an estimated $8.79K sold.

Principal Securities first reported a position in SHE in Q4 2023 and held it in 8 quarters. The position peaked at $29.3K in Q3 2024. 126 funds tracked by Wall St. Rank hold SHE as of Q4 2025.

Principal Securities reported no remaining State Street SPDR MSCI USA Gender Diversity ETF position as of Q4 2025 after selling out during the quarter.
Principal Securities sold 69 State Street SPDR MSCI USA Gender Diversity ETF shares in Q4 2025, an estimated $8.79K.
Principal Securities first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q4 2023 and held it in 8 quarters.
Principal Securities's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $29.3K in Q3 2024.
126 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.