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 Q3	$119K	Buy	754 +30	+4%	+$4.7K	﹤0.01%	2957
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

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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

National Philanthropic Trust Jenkintown, Pennsylvania $7.05B AUM 11.49% 1-Year Est. Return

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

Rockefeller Capital Management's SHE Position: Q3 2026 in Review

Rockefeller Capital Management increased its State Street SPDR MSCI USA Gender Diversity ETF (SHE) stake by 4.1% in Q3 2026, buying an estimated $4.7K and bringing the position to 754 shares worth $119K. The position accounts for ﹤0.01% of the portfolio, ranked #2957.

Rockefeller Capital Management first reported a position in SHE in Q1 2020 and has held it in 13 quarters since. 116 funds tracked by Wall St. Rank hold SHE as of Q3 2026.

Rockefeller Capital Management held 754 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $119K as of Q3 2026.
Rockefeller Capital Management bought 30 State Street SPDR MSCI USA Gender Diversity ETF shares in Q3 2026, an estimated $4.7K.
State Street SPDR MSCI USA Gender Diversity ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q3 2026, its #2957 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 13 quarters since.
116 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q3 2026.

Based on Rockefeller Capital Management's 13F filing for Q3 2026, filed 13 Nov 2026.