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 Q2	$35.7K	Hold	231	–	–	﹤0.01%	625
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

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

SHP Wealth Management's SHE Position: Q2 2026 in Review

SHP Wealth Management held its State Street SPDR MSCI USA Gender Diversity ETF (SHE) position steady in Q2 2026 at 231 shares worth $35.7K. The position accounts for ﹤0.01% of the portfolio, ranked #625.

SHP Wealth Management first reported a position in SHE in Q4 2025 and has held it in 3 quarters since. 132 funds tracked by Wall St. Rank hold SHE as of Q2 2026.

SHP Wealth Management held 231 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $35.7K as of Q2 2026.
SHP Wealth Management left its State Street SPDR MSCI USA Gender Diversity ETF share count unchanged in Q2 2026.
State Street SPDR MSCI USA Gender Diversity ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #625 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 3 quarters since.
132 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.