Raymond James Financial’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Raymond James Financial’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	$1.72M	Buy	11,147 +15	+0.1%	+$2.21K	﹤0.01%	3601
2026 Q1	$1.42M	Buy	11,132 +885	+9%	+$118K	﹤0.01%	3610
2025 Q4	$1.35M	Buy	10,247 +186	+2%	+$24.2K	﹤0.01%	3578
2025 Q3	$1.28M	Sell	10,061 -253	-2%	-$31.7K	﹤0.01%	3523
2025 Q2	$1.29M	Buy	10,314 +1,490	+17%	+$173K	﹤0.01%	3404
2025 Q1	$1.01M	Sell	8,824 -190	-2%	-$22.4K	﹤0.01%	3487
2024 Q4	$1.04M	Buy	+9,014	New	+$1.06M	﹤0.01%	3423

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

Raymond James Financial's SHE Position: Q2 2026 in Review

Raymond James Financial increased its State Street SPDR MSCI USA Gender Diversity ETF (SHE) stake by 0.13% in Q2 2026, buying an estimated $2.21K and bringing the position to 11,147 shares worth $1.72M. The position accounts for ﹤0.01% of the portfolio, ranked #3601.

Raymond James Financial first reported a position in SHE in Q4 2024 and has held it in 7 quarters since. 132 funds tracked by Wall St. Rank hold SHE as of Q2 2026.

Raymond James Financial held 11,147 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $1.72M as of Q2 2026.
Raymond James Financial bought 15 State Street SPDR MSCI USA Gender Diversity ETF shares in Q2 2026, an estimated $2.21K.
State Street SPDR MSCI USA Gender Diversity ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3601 holding.
Raymond James Financial first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q4 2024 and has held it in 7 quarters since.
132 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.