Sowell Financial Services’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Sowell Financial Services’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	$256K	Sell	1,656 -8	-0.5%	-$1.18K	0.01%	944
2026 Q1	$213K	Sell	1,664 -53	-3%	-$7.05K	0.01%	1016
2025 Q4	$227K	Sell	1,717 -514	-23%	-$66.8K	0.01%	960
2025 Q3	$284K	Sell	2,231 -190	-8%	-$23.8K	0.01%	831
2025 Q2	$302K	Sell	2,421 -172	-7%	-$20K	0.01%	784
2025 Q1	$296K	Buy	+2,593	New	+$306K	0.01%	773
2023 Q2	–	Sell	-4,443	Closed	-$368K	–	780
2023 Q1	$368K	Buy	+4,443	New	+$362K	0.03%	510
2021 Q2	–	Sell	-1,826	Closed	-$180K	–	2338
2021 Q1	$180K	Buy	1,826 +1,069	+141%	+$99.6K	0.01%	1105
2020 Q4	$68K	Buy	+757	New	+$62.6K	﹤0.01%	1293

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

Sowell Financial Services's SHE Position: Q2 2026 in Review

Sowell Financial Services reduced its State Street SPDR MSCI USA Gender Diversity ETF (SHE) stake by 0.48% in Q2 2026, selling an estimated $1.18K and leaving 1,656 shares worth $256K. The position accounts for 0.01% of the portfolio, ranked #944.

Sowell Financial Services first reported a position in SHE in Q4 2020 and has held it in 9 quarters since. The position peaked at $368K in Q1 2023. 132 funds tracked by Wall St. Rank hold SHE as of Q2 2026.

Sowell Financial Services held 1,656 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $256K as of Q2 2026.
Sowell Financial Services sold 8 State Street SPDR MSCI USA Gender Diversity ETF shares in Q2 2026, an estimated $1.18K.
State Street SPDR MSCI USA Gender Diversity ETF made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #944 holding.
Sowell Financial Services first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q4 2020 and has held it in 9 quarters since.
Sowell Financial Services's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $368K in Q1 2023.
132 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.