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
2026 Q1	–	Sell	-194	Closed	-$25.6K	–	2103
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 $994M AUM 11.29% 1-Year Est. Return

FAFN

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

SageView Advisory Group's SHE Position: Q1 2026 in Review

SageView Advisory Group sold out of State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q1 2026, closing a stake of 194 shares — an estimated $25.6K sold.

SageView Advisory Group first reported a position in SHE in Q1 2024 and held it in 2 quarters. The position peaked at $944K in Q1 2024. 126 funds tracked by Wall St. Rank hold SHE as of Q1 2026.

SageView Advisory Group reported no remaining State Street SPDR MSCI USA Gender Diversity ETF position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 194 State Street SPDR MSCI USA Gender Diversity ETF shares in Q1 2026, an estimated $25.6K.
SageView Advisory Group first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q1 2024 and held it in 2 quarters.
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 Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.