Rockefeller Capital Management’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Rockefeller Capital 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	$112K	Hold	724	–	–	﹤0.01%	2930
2026 Q1	$92.5K	Hold	724	–	–	﹤0.01%	2922
2025 Q4	$95.6K	Hold	724	–	–	﹤0.01%	2748
2025 Q3	$92.3K	Buy	+724	New	+$90.7K	﹤0.01%	2614
2023 Q1	–	Sell	-14	Closed	-$1K	–	3586
2022 Q4	$1K	Hold	14	–	–	﹤0.01%	3754
2022 Q3	$1K	Hold	14	–	–	﹤0.01%	3782
2022 Q2	$1K	Buy	14 +9	+180%	+$746	﹤0.01%	4011
2022 Q1	$0	Hold	5	–	–	﹤0.01%	4046
2021 Q4	$0	Hold	5	–	–	﹤0.01%	3975
2021 Q3	$0	Buy	+5	New	+$519	﹤0.01%	3829
2020 Q3	–	Sell	-12	Closed	-$1K	–	2771
2020 Q2	$1K	Hold	12	–	–	﹤0.01%	2496
2020 Q1	$1K	Buy	+12	New	+$867	﹤0.01%	2307

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

Rockefeller Capital Management's SHE Position: Q2 2026 in Review

Rockefeller Capital Management held its State Street SPDR MSCI USA Gender Diversity ETF (SHE) position steady in Q2 2026 at 724 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #2930.

Rockefeller Capital Management first reported a position in SHE in Q1 2020 and has held it in 12 quarters since. 132 funds tracked by Wall St. Rank hold SHE as of Q2 2026.

Rockefeller Capital Management held 724 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $112K as of Q2 2026.
Rockefeller Capital Management left its State Street SPDR MSCI USA Gender Diversity ETF share count unchanged in Q2 2026.
State Street SPDR MSCI USA Gender Diversity ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2930 holding.
Rockefeller Capital Management first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q1 2020 and has held it in 12 quarters since.
132 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.