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 Q2	$192K	Buy	1,245 +398	+47%	+$58.5K	0.04%	405
2026 Q1	$109K	Buy	847 +72	+9%	+$9.58K	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

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

Rossby Financial's SHE Position: Q2 2026 in Review

Rossby Financial increased its State Street SPDR MSCI USA Gender Diversity ETF (SHE) stake by 47% in Q2 2026, buying an estimated $58.5K and bringing the position to 1,245 shares worth $192K. The position accounts for 0.04% of the portfolio, ranked #405.

Rossby Financial first reported a position in SHE in Q1 2025 and has held it in 6 quarters since. 132 funds tracked by Wall St. Rank hold SHE as of Q2 2026.

Rossby Financial held 1,245 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $192K as of Q2 2026.
Rossby Financial bought 398 State Street SPDR MSCI USA Gender Diversity ETF shares in Q2 2026, an estimated $58.5K.
State Street SPDR MSCI USA Gender Diversity ETF made up 0.04% of Rossby Financial's portfolio in Q2 2026, its #405 holding.
Rossby Financial first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q1 2025 and has held it in 6 quarters since.
132 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.