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 Q3	$92.4K	Buy	+587	New	+$92K	﹤0.01%	770
2026 Q2	–	Sell	-587	Closed	-$75K	–	2694
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

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

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

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

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Root Financial Partners's SHE Position: Q3 2026 in Review

Root Financial Partners opened a new position in State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q3 2026: 587 shares worth $92.4K. The stake represents ﹤0.01% of the portfolio and ranks #770 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SHE as recently as Q1 2026.

Root Financial Partners first reported a position in SHE in Q3 2025 and has held it in 4 quarters since. 101 funds tracked by Wall St. Rank hold SHE as of Q3 2026.

Root Financial Partners held 587 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $92.4K as of Q3 2026.
State Street SPDR MSCI USA Gender Diversity ETF was a new Root Financial Partners position in Q3 2026.
State Street SPDR MSCI USA Gender Diversity ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #770 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 4 quarters since.
101 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.