TD Capital Management’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

TD Capital Management’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	$24.6K	Hold	192	–	–	﹤0.01%	334
2025 Q4	$25.3K	Buy	192 +1	+0.5%	+$130	﹤0.01%	321
2025 Q3	$24.4K	Hold	191	–	–	﹤0.01%	298
2025 Q2	$23.8K	Buy	191 +1	+0.5%	+$116	﹤0.01%	292
2025 Q1	$21.7K	Buy	190 +1	+0.5%	+$118	﹤0.01%	250
2024 Q4	$21.9K	Hold	189	–	–	﹤0.01%	237
2024 Q3	$21.4K	Buy	189 +1	+0.5%	+$110	﹤0.01%	247
2024 Q2	$20.5K	Hold	188	–	–	﹤0.01%	239
2024 Q1	$19.9K	Buy	188 +1	+0.5%	+$101	﹤0.01%	244
2023 Q4	$17.8K	Hold	187	–	–	﹤0.01%	248
2023 Q3	$15.9K	Buy	187 +1	+0.5%	+$89	﹤0.01%	250
2023 Q2	$16.4K	Buy	186 +1	+0.5%	+$84	﹤0.01%	250
2023 Q1	$15.3K	Buy	185 +1	+0.5%	+$82	﹤0.01%	244
2022 Q4	$14.5K	Hold	184	–	–	﹤0.01%	228
2022 Q3	$13K	Buy	+184	New	+$14.7K	﹤0.01%	224
2022 Q1	–	Sell	-182	Closed	-$19K	–	300
2021 Q4	$19K	Buy	182 +1	+0.6%	+$104	﹤0.01%	228
2021 Q3	$18K	Hold	181	–	–	﹤0.01%	216
2021 Q2	$18K	Buy	181 +1	+0.6%	+$99	﹤0.01%	211
2021 Q1	$17K	Hold	180	–	–	﹤0.01%	200
2020 Q4	$16K	Buy	180 +1	+0.6%	+$83	﹤0.01%	182
2020 Q3	$14K	Hold	179	–	–	﹤0.01%	169
2020 Q2	$13K	Buy	179 +1	+0.6%	+$68	﹤0.01%	158
2020 Q1	$11K	Buy	178 +1	+0.6%	+$72	﹤0.01%	158
2019 Q4	$14K	Buy	177 +1	+0.6%	+$75	﹤0.01%	167
2019 Q3	$13K	Buy	176 +1	+0.6%	+$74	﹤0.01%	167
2019 Q2	$13K	Buy	175 +1	+0.6%	+$72	﹤0.01%	156
2019 Q1	$12K	Buy	174 +1	+0.6%	+$69	﹤0.01%	134
2018 Q4	$11K	Buy	173 +9	+5%	+$642	﹤0.01%	135
2018 Q3	$13K	Buy	164 +1	+0.6%	+$76	﹤0.01%	134
2018 Q2	$12K	Buy	163 +1	+0.6%	+$72	﹤0.01%	129
2018 Q1	$11K	Buy	162 +1	+0.6%	+$72	﹤0.01%	134
2017 Q4	$11K	Buy	161 +6	+4%	+$427	﹤0.01%	128
2017 Q3	$11K	Buy	155 +1	+0.6%	+$68	﹤0.01%	132
2017 Q2	$10K	Hold	154	–	–	﹤0.01%	120
2017 Q1	$10K	Buy	+154	New	+$9.95K	﹤0.01%	119

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 $1.73B 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

TD Capital Management's SHE Position: Q1 2026 in Review

TD Capital Management held its State Street SPDR MSCI USA Gender Diversity ETF (SHE) position steady in Q1 2026 at 192 shares worth $24.6K. The position accounts for ﹤0.01% of the portfolio, ranked #334.

TD Capital Management first reported a position in SHE in Q1 2017 and has held it in 35 quarters since. The position peaked at $25.3K in Q4 2025. 126 funds tracked by Wall St. Rank hold SHE as of Q1 2026.

TD Capital Management held 192 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $24.6K as of Q1 2026.
TD Capital Management left its State Street SPDR MSCI USA Gender Diversity ETF share count unchanged in Q1 2026.
State Street SPDR MSCI USA Gender Diversity ETF made up ﹤0.01% of TD Capital Management's portfolio in Q1 2026, its #334 holding.
TD Capital Management first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q1 2017 and has held it in 35 quarters since.
TD Capital Management's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $25.3K 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 TD Capital Management's 13F filing for Q1 2026, filed 11 May 2026.