Sunbelt Securities’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Sunbelt Securities’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	$71.1K	Buy	556 +1	+0.2%	+$133	﹤0.01%	936
2025 Q4	$73.2K	Buy	555 +2	+0.4%	+$260	﹤0.01%	895
2025 Q3	$70.4K	Buy	553 +5	+0.9%	+$626	﹤0.01%	917
2025 Q2	$63.4K	Sell	548 -1	-0.2%	-$116	0.01%	883
2025 Q1	$62.7K	Buy	549 +1	+0.2%	+$118	0.01%	854
2024 Q4	$63.7K	Buy	548 +2	+0.4%	+$235	0.01%	880
2024 Q3	$62K	Buy	+546	New	+$60.1K	0.01%	885

Other funds holding SHE

RCG

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

FAFN

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 $1.55B AUM 19.86% 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

Sunbelt Securities's SHE Position: Q1 2026 in Review

Sunbelt Securities increased its State Street SPDR MSCI USA Gender Diversity ETF (SHE) stake by 0.18% in Q1 2026, buying an estimated $133 and bringing the position to 556 shares worth $71.1K. The position accounts for ﹤0.01% of the portfolio, ranked #936.

Sunbelt Securities first reported a position in SHE in Q3 2024 and has held it in 7 quarters since. The position peaked at $73.2K in Q4 2025. 126 funds tracked by Wall St. Rank hold SHE as of Q1 2026.

Sunbelt Securities held 556 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $71.1K as of Q1 2026.
Sunbelt Securities bought 1 State Street SPDR MSCI USA Gender Diversity ETF share in Q1 2026, an estimated $133.
State Street SPDR MSCI USA Gender Diversity ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #936 holding.
Sunbelt Securities first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q3 2024 and has held it in 7 quarters since.
Sunbelt Securities's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $73.2K 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 Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.