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

Rossby 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 Q3	$209K	Buy	1,325 +80	+6%	+$12.5K	0.03%	482
2026 Q2	$192K	Buy	1,245 +398	+47%	+$58.5K	0.04%	405
2026 Q1	$109K	Buy	847 +72	+9%	+$9.6K	0.02%	519
2025 Q4	$102K	Sell	775 -2	-0.3%	-$260	0.03%	409
2025 Q3	$99.1K	Buy	777 +621	+398%	+$77.8K	0.03%	400
2025 Q2	$19.5K	Hold	156	–	–	0.01%	655
2025 Q1	$17.5K	Buy	+156	New	+$18.4K	0.01%	639

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

Rossby Financial's SHE Position: Q3 2026 in Review

Rossby Financial increased its State Street SPDR MSCI USA Gender Diversity ETF (SHE) stake by 6.4% in Q3 2026, buying an estimated $12.5K and bringing the position to 1,325 shares worth $209K. The position accounts for 0.03% of the portfolio, ranked #482.

Rossby Financial first reported a position in SHE in Q1 2025 and has held it in 7 quarters since. 116 funds tracked by Wall St. Rank hold SHE as of Q3 2026.

Rossby Financial held 1,325 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $209K as of Q3 2026.
Rossby Financial bought 80 State Street SPDR MSCI USA Gender Diversity ETF shares in Q3 2026, an estimated $12.5K.
State Street SPDR MSCI USA Gender Diversity ETF made up 0.03% of Rossby Financial's portfolio in Q3 2026, its #482 holding.
Rossby Financial first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q1 2025 and has held it in 7 quarters since.
116 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q3 2026.

Based on Rossby Financial's 13F filing for Q3 2026, filed 5 Nov 2026.