Sentinel Pension Advisors’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Sentinel Pension Advisors’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 Q2	–	Sell	-2,417	Closed	-$276K	–	127
2025 Q1	$276K	Hold	2,417	–	–	0.05%	95
2024 Q4	$280K	Hold	2,417	–	–	0.05%	92
2024 Q3	$275K	Hold	2,417	–	–	0.05%	94
2024 Q2	$263K	Hold	2,417	–	–	0.05%	94
2024 Q1	$256K	Hold	2,417	–	–	0.05%	87
2023 Q4	$230K	Hold	2,417	–	–	0.05%	87
2023 Q3	$205K	Hold	2,417	–	–	0.05%	98
2023 Q2	$213K	Buy	+2,417	New	+$204K	0.05%	96

Other funds holding SHE

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NPT

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Sentinel Pension Advisors's SHE Position: Q2 2025 in Review

Sentinel Pension Advisors sold out of State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q2 2025, closing a stake of 2,417 shares — an estimated $276K sold.

Sentinel Pension Advisors first reported a position in SHE in Q2 2023 and held it in 8 quarters. The position peaked at $280K in Q4 2024. 112 funds tracked by Wall St. Rank hold SHE as of Q2 2025.

Sentinel Pension Advisors reported no remaining State Street SPDR MSCI USA Gender Diversity ETF position as of Q2 2025 after selling out during the quarter.
Sentinel Pension Advisors sold 2,417 State Street SPDR MSCI USA Gender Diversity ETF shares in Q2 2025, an estimated $276K.
Sentinel Pension Advisors first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q2 2023 and held it in 8 quarters.
Sentinel Pension Advisors's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $280K in Q4 2024.
112 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q2 2025.

Based on Sentinel Pension Advisors's 13F filing for Q2 2025, filed 14 Jul 2025.