SageView Advisory Group’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

SageView Advisory Group’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
2025 Q4	$25.6K	Buy	+194	New	+$25.2K	﹤0.01%	1354
2024 Q2	–	Sell	-18,841	Closed	-$944K	–	731
2024 Q1	$944K	Buy	+18,841	New	+$1.89M	0.05%	207

Other funds holding SHE

RCG

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return

SageView Advisory Group's SHE Position: Q4 2025 in Review

SageView Advisory Group opened a new position in State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q4 2025: 194 shares worth $25.6K. The stake represents ﹤0.01% of the portfolio and ranks #1354 among its holdings. This is a return to the name: SageView Advisory Group previously reported a position in SHE as recently as Q1 2024.

SageView Advisory Group first reported a position in SHE in Q1 2024 and has held it in 2 quarters since. The position peaked at $944K in Q1 2024. 126 funds tracked by Wall St. Rank hold SHE as of Q4 2025.

SageView Advisory Group held 194 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $25.6K as of Q4 2025.
State Street SPDR MSCI USA Gender Diversity ETF was a new SageView Advisory Group position in Q4 2025.
State Street SPDR MSCI USA Gender Diversity ETF made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1354 holding.
SageView Advisory Group first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q1 2024 and has held it in 2 quarters since.
SageView Advisory Group's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $944K in Q1 2024.
126 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.