Root Financial Partners’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Root Financial Partners’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 Q1	$75K	Hold	587	–	–	﹤0.01%	696
2025 Q4	$77.5K	Sell	587 -79	-12%	-$10.3K	﹤0.01%	554
2025 Q3	$84.9K	Buy	+666	New	+$83.4K	0.01%	494

Other funds holding SHE

RCG

Rock Creek Group Washington, District of Columbia $988M AUM 8.89% 1-Year Est. Return

FAFN

First Affirmative Financial Network Colorado Springs, Colorado $258M AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 $1.55B AUM 19.86% 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

Root Financial Partners's SHE Position: Q1 2026 in Review

Root Financial Partners held its State Street SPDR MSCI USA Gender Diversity ETF (SHE) position steady in Q1 2026 at 587 shares worth $75K. The position accounts for ﹤0.01% of the portfolio, ranked #696.

Root Financial Partners first reported a position in SHE in Q3 2025 and has held it in 3 quarters since. The position peaked at $84.9K in Q3 2025. 126 funds tracked by Wall St. Rank hold SHE as of Q1 2026.

Root Financial Partners held 587 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $75K as of Q1 2026.
Root Financial Partners left its State Street SPDR MSCI USA Gender Diversity ETF share count unchanged in Q1 2026.
State Street SPDR MSCI USA Gender Diversity ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #696 holding.
Root Financial Partners first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q3 2025 and has held it in 3 quarters since.
Root Financial Partners's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $84.9K in Q3 2025.
126 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.