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
2026 Q2	$23K	Buy	+149	New	+$21.9K	﹤0.01%	3360
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 $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

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

National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Steward Partners Investment Advisory's SHE Position: Q2 2026 in Review

Steward Partners Investment Advisory opened a new position in State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q2 2026: 149 shares worth $23K. The stake represents ﹤0.01% of the portfolio and ranks #3360 among its holdings. This is a return to the name: Steward Partners Investment Advisory previously reported a position in SHE as recently as Q3 2025.

Steward Partners Investment Advisory first reported a position in SHE in Q2 2019 and has held it in 27 quarters since. The position peaked at $250K in Q2 2019. 132 funds tracked by Wall St. Rank hold SHE as of Q2 2026.

Steward Partners Investment Advisory held 149 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $23K as of Q2 2026.
State Street SPDR MSCI USA Gender Diversity ETF was a new Steward Partners Investment Advisory position in Q2 2026.
State Street SPDR MSCI USA Gender Diversity ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3360 holding.
Steward Partners Investment Advisory first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q2 2019 and has held it in 27 quarters since.
Steward Partners Investment Advisory's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $250K in Q2 2019.
132 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.