Private Advisor Group’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Private Advisor Group’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 Q3	$333K	Buy	+2,113	New	+$331K	﹤0.01%	2487
2020 Q3	–	Sell	-1,412	Closed	-$100K	–	3115
2020 Q2	$100K	Buy	+1,412	New	+$95.4K	﹤0.01%	1714

Other funds holding SHE

Rock Creek Group Washington, District of Columbia $1.04B AUM 6.61% 1-Year Est. Return

First Affirmative Financial Network Colorado Springs, Colorado $456M AUM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return

Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Bell Investment Advisors Oakland, California $684M AUM 11.43% 1-Year Est. Return

Private Advisor Group's SHE Position: Q3 2026 in Review

Private Advisor Group opened a new position in State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q3 2026: 2,113 shares worth $333K. The stake represents ﹤0.01% of the portfolio and ranks #2487 among its holdings. This is a return to the name: Private Advisor Group previously reported a position in SHE as recently as Q2 2020.

Private Advisor Group first reported a position in SHE in Q2 2020 and has held it in 2 quarters since. 88 funds tracked by Wall St. Rank hold SHE as of Q3 2026.

Private Advisor Group held 2,113 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $333K as of Q3 2026.
State Street SPDR MSCI USA Gender Diversity ETF was a new Private Advisor Group position in Q3 2026.
State Street SPDR MSCI USA Gender Diversity ETF made up ﹤0.01% of Private Advisor Group's portfolio in Q3 2026, its #2487 holding.
Private Advisor Group first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q2 2020 and has held it in 2 quarters since.
88 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q3 2026.

Based on Private Advisor Group's 13F filing for Q3 2026, filed 10 Nov 2026.