Strategic Wealth Partners’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Strategic Wealth Partners’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	–	Sell	-901	Closed	-$119K	–	1551
2025 Q4	$119K	Buy	+901	New	+$117K	0.01%	380

Other funds holding SHE

RCG

Rock Creek Group Washington, District of Columbia $994M AUM 11.29% 1-Year Est. Return

FAFN

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Strategic Wealth Partners's SHE Position: Q1 2026 in Review

Strategic Wealth Partners sold out of State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q1 2026, closing a stake of 901 shares — an estimated $119K sold.

Strategic Wealth Partners first reported a position in SHE in Q4 2025 and held it in 1 quarter. The position peaked at $119K in Q4 2025. 126 funds tracked by Wall St. Rank hold SHE as of Q1 2026.

Strategic Wealth Partners reported no remaining State Street SPDR MSCI USA Gender Diversity ETF position as of Q1 2026 after selling out during the quarter.
Strategic Wealth Partners sold 901 State Street SPDR MSCI USA Gender Diversity ETF shares in Q1 2026, an estimated $119K.
Strategic Wealth Partners first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q4 2025 and held it in 1 quarter.
Strategic Wealth Partners's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $119K 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 Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.