Stephens Consulting’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Stephens Consulting’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 Q3	–	Sell	-1,542	Closed	-$192K	–	1028
2025 Q2	$192K	Sell	1,542 -500	-24%	-$58.2K	0.05%	101
2025 Q1	$233K	Hold	2,042	–	–	0.06%	85
2024 Q4	$236K	Buy	2,042 +450	+28%	+$52.9K	0.06%	86
2024 Q3	$181K	Buy	1,592 +282	+22%	+$31.1K	0.05%	99
2024 Q2	$143K	Buy	+1,310	New	+$137K	0.04%	106

Other funds holding SHE

RCG

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

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

FAFN

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.55B AUM 19.86% 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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Stephens Consulting's SHE Position: Q3 2025 in Review

Stephens Consulting sold out of State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q3 2025, closing a stake of 1,542 shares — an estimated $192K sold.

Stephens Consulting first reported a position in SHE in Q2 2024 and held it in 5 quarters. The position peaked at $236K in Q4 2024. 116 funds tracked by Wall St. Rank hold SHE as of Q3 2025.

Stephens Consulting reported no remaining State Street SPDR MSCI USA Gender Diversity ETF position as of Q3 2025 after selling out during the quarter.
Stephens Consulting sold 1,542 State Street SPDR MSCI USA Gender Diversity ETF shares in Q3 2025, an estimated $192K.
Stephens Consulting first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q2 2024 and held it in 5 quarters.
Stephens Consulting's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $236K in Q4 2024.
116 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.