Steward Partners Investment Advisory’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Steward Partners Investment Advisory’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 Q4	–	Sell	-460	Closed	-$58.6K	–	4452
2025 Q3	$58.6K	Hold	460	–	–	﹤0.01%	2524
2025 Q2	$57.4K	Hold	460	–	–	﹤0.01%	2401
2025 Q1	$52.5K	Hold	460	–	–	﹤0.01%	2360
2024 Q4	$53.3K	Hold	460	–	–	﹤0.01%	2300
2024 Q3	$52.3K	Hold	460	–	–	﹤0.01%	2216
2024 Q2	$50K	Hold	460	–	–	﹤0.01%	2101
2024 Q1	$48.7K	Hold	460	–	–	﹤0.01%	2131
2023 Q4	$43.7K	Hold	460	–	–	﹤0.01%	2055
2023 Q3	$39.1K	Hold	460	–	–	﹤0.01%	2021
2023 Q2	$40.5K	Hold	460	–	–	﹤0.01%	1967
2023 Q1	$38.1K	Hold	460	–	–	﹤0.01%	1973
2022 Q4	$36.2K	Hold	460	–	–	﹤0.01%	1965
2022 Q3	$33K	Hold	460	–	–	﹤0.01%	1986
2022 Q2	$35K	Hold	460	–	–	﹤0.01%	1973
2022 Q1	$42K	Hold	460	–	–	﹤0.01%	2003
2021 Q4	$47K	Hold	460	–	–	﹤0.01%	1954
2021 Q3	$46K	Hold	460	–	–	﹤0.01%	1950
2021 Q2	$47K	Hold	460	–	–	﹤0.01%	3530
2021 Q1	$43.7K	Sell	460 -2	-0.4%	-$186	﹤0.01%	2061
2020 Q4	$41K	Hold	462	–	–	﹤0.01%	1757
2020 Q3	$35K	Sell	462 -1,900	-80%	-$142K	﹤0.01%	1657
2020 Q2	$168K	Hold	2,362	–	–	﹤0.01%	938
2020 Q1	$139K	Hold	2,362	–	–	0.01%	891
2019 Q4	$182K	Sell	2,362 -1,040	-31%	-$78.1K	0.01%	908
2019 Q3	$249K	Hold	3,402	–	–	0.01%	777
2019 Q2	$250K	Buy	+3,402	New	+$245K	0.01%	748

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

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

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return

Steward Partners Investment Advisory's SHE Position: Q4 2025 in Review

Steward Partners Investment Advisory sold out of State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q4 2025, closing a stake of 460 shares — an estimated $58.6K sold.

Steward Partners Investment Advisory first reported a position in SHE in Q2 2019 and held it in 26 quarters. The position peaked at $250K in Q2 2019. 126 funds tracked by Wall St. Rank hold SHE as of Q4 2025.

Steward Partners Investment Advisory reported no remaining State Street SPDR MSCI USA Gender Diversity ETF position as of Q4 2025 after selling out during the quarter.
Steward Partners Investment Advisory sold 460 State Street SPDR MSCI USA Gender Diversity ETF shares in Q4 2025, an estimated $58.6K.
Steward Partners Investment Advisory first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q2 2019 and held it in 26 quarters.
Steward Partners Investment Advisory's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $250K in Q2 2019.
126 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q4 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2025, filed 12 Feb 2026.