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SHP Wealth Management’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

SHP Wealth Management’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 		$29.5K Hold
231
– – ﹤0.01% 622
2025
Q4 		$30.5K Buy
+231
New +$30K ﹤0.01% 594

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SHP Wealth Management's SHE Position: Q1 2026 in Review

SHP Wealth Management held its State Street SPDR MSCI USA Gender Diversity ETF (SHE) position steady in Q1 2026 at 231 shares worth $29.5K. The position accounts for ﹤0.01% of the portfolio, ranked #622.

SHP Wealth Management first reported a position in SHE in Q4 2025 and has held it in 2 quarters since. The position peaked at $30.5K in Q4 2025. 126 funds tracked by Wall St. Rank hold SHE as of Q1 2026.

  • SHP Wealth Management held 231 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $29.5K as of Q1 2026.
  • SHP Wealth Management left its State Street SPDR MSCI USA Gender Diversity ETF share count unchanged in Q1 2026.
  • State Street SPDR MSCI USA Gender Diversity ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #622 holding.
  • SHP Wealth Management first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $30.5K in Q4 2025.
  • 126 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.