South Shore Capital Advisors’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

South Shore Capital 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
2026 Q1	$508K	Buy	3,973 +38	+1%	+$5.06K	0.37%	57
2025 Q4	$520K	Buy	+3,935	New	+$511K	0.38%	58
2022 Q3	$217K	Hold	2,983	–	–	0.51%	66
2022 Q2	$227K	Hold	2,983	–	–	0.47%	73
2022 Q1	$275K	Buy	2,983 +53	+2%	+$4.89K	0.45%	71
2021 Q4	$299K	Buy	2,930 +100	+4%	+$10.4K	0.49%	67
2021 Q3	$286K	Hold	2,830	–	–	0.52%	73
2021 Q2	$288K	Hold	2,830	–	–	0.51%	75
2021 Q1	$269K	Hold	2,830	–	–	0.27%	100
2020 Q4	$254K	Buy	+2,830	New	+$234K	0.25%	100

Other funds holding SHE

RCG

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

FAFN

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 $1.73B AUM 20.99% 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

South Shore Capital Advisors's SHE Position: Q1 2026 in Review

South Shore Capital Advisors increased its State Street SPDR MSCI USA Gender Diversity ETF (SHE) stake by 0.97% in Q1 2026, buying an estimated $5.06K and bringing the position to 3,973 shares worth $508K. The position accounts for 0.37% of the portfolio, ranked #57.

South Shore Capital Advisors first reported a position in SHE in Q4 2020 and has held it in 10 quarters since. The position peaked at $520K in Q4 2025. 126 funds tracked by Wall St. Rank hold SHE as of Q1 2026.

South Shore Capital Advisors held 3,973 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $508K as of Q1 2026.
South Shore Capital Advisors bought 38 State Street SPDR MSCI USA Gender Diversity ETF shares in Q1 2026, an estimated $5.06K.
State Street SPDR MSCI USA Gender Diversity ETF made up 0.37% of South Shore Capital Advisors's portfolio in Q1 2026, its #57 holding.
South Shore Capital Advisors first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q4 2020 and has held it in 10 quarters since.
South Shore Capital Advisors's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $520K 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 South Shore Capital Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.