Truist Financial
SHE icon

Truist Financial’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Truist Financial’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 		$331K Sell
2,141
-16
-0.7% -$2.35K ﹤0.01% 2479
2026
Q1 		$276K Buy
2,157
+143
+7% +$19K ﹤0.01% 2441
2025
Q4 		$266K Buy
+2,014
New +$262K ﹤0.01% 2412

Other funds holding SHE

RCG
Rock Creek Group Washington, District of Columbia $994M AUM 11.29% 1-Year Est. Return
LPL Financial
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
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
BIA
Bell Investment Advisors Oakland, California $681M AUM 18.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Truist Financial's SHE Position: Q2 2026 in Review

Truist Financial reduced its State Street SPDR MSCI USA Gender Diversity ETF (SHE) stake by 0.74% in Q2 2026, selling an estimated $2.35K and leaving 2,141 shares worth $331K. The position accounts for ﹤0.01% of the portfolio, ranked #2479.

Truist Financial first reported a position in SHE in Q4 2025 and has held it in 3 quarters since. 75 funds tracked by Wall St. Rank hold SHE as of Q2 2026.

  • Truist Financial held 2,141 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $331K as of Q2 2026.
  • Truist Financial sold 16 State Street SPDR MSCI USA Gender Diversity ETF shares in Q2 2026, an estimated $2.35K.
  • State Street SPDR MSCI USA Gender Diversity ETF made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #2479 holding.
  • Truist Financial first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q4 2025 and has held it in 3 quarters since.
  • 75 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.