UBS Group’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

UBS Group’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	$2.44M	Sell	19,059 -2,359	-11%	-$314K	﹤0.01%	4791
2025 Q4	$2.83M	Sell	21,418 -409	-2%	-$53.1K	﹤0.01%	4630
2025 Q3	$2.78M	Sell	21,827 -1,367	-6%	-$171K	﹤0.01%	4650
2025 Q2	$2.9M	Sell	23,194 -2,758	-11%	-$321K	﹤0.01%	4433
2025 Q1	$2.96M	Sell	25,952 -5,345	-17%	-$632K	﹤0.01%	4325
2024 Q4	$3.62M	Sell	31,297 -11,017	-26%	-$1.29M	﹤0.01%	4156
2024 Q3	$4.81M	Sell	42,314 -557	-1%	-$61.3K	﹤0.01%	3108
2024 Q2	$4.66M	Sell	42,871 -689	-2%	-$72.3K	﹤0.01%	2944
2024 Q1	$4.61M	Sell	43,560 -63	-0.1%	-$6.33K	﹤0.01%	3056
2023 Q4	$4.14M	Buy	43,623 +1,121	+3%	+$99.6K	﹤0.01%	2986
2023 Q3	$3.61M	Sell	42,502 -1,878	-4%	-$166K	﹤0.01%	2889
2023 Q2	$3.91M	Buy	44,380 +3,979	+10%	+$335K	﹤0.01%	2824
2023 Q1	$3.35M	Sell	40,401 -3,776	-9%	-$308K	﹤0.01%	2900
2022 Q4	$3.48M	Buy	44,177 +3,269	+8%	+$258K	﹤0.01%	2840
2022 Q3	$2.98M	Sell	40,908 -446	-1%	-$35.7K	﹤0.01%	2811
2022 Q2	$3.14M	Sell	41,354 -994	-2%	-$82.4K	﹤0.01%	2757
2022 Q1	$3.91M	Sell	42,348 -7,443	-15%	-$687K	﹤0.01%	2783
2021 Q4	$5.09M	Buy	49,791 +1,731	+4%	+$180K	﹤0.01%	2795
2021 Q3	$4.85M	Sell	48,060 -673	-1%	-$69.8K	﹤0.01%	2704
2021 Q2	$4.95M	Buy	48,733 +1,704	+4%	+$169K	﹤0.01%	2699
2021 Q1	$4.46M	Buy	47,029 +20,992	+81%	+$1.96M	﹤0.01%	2735
2020 Q4	$2.33M	Buy	26,037 +2,946	+13%	+$244K	﹤0.01%	3265
2020 Q3	$1.77M	Buy	23,091 +724	+3%	+$54.3K	﹤0.01%	3157
2020 Q2	$1.59M	Sell	22,367 -2,103	-9%	-$142K	﹤0.01%	3097
2020 Q1	$1.45M	Buy	24,470 +3,065	+14%	+$222K	﹤0.01%	3057
2019 Q4	$1.65M	Sell	21,405 -205	-0.9%	-$15.4K	﹤0.01%	3737
2019 Q3	$1.59M	Sell	21,610 -4,782	-18%	-$352K	﹤0.01%	3536
2019 Q2	$1.95M	Buy	26,392 +3,661	+16%	+$264K	﹤0.01%	3173
2019 Q1	$1.61M	Buy	22,731 +4,861	+27%	+$335K	﹤0.01%	3178
2018 Q4	$1.14M	Buy	17,870 +96	+0.5%	+$6.84K	﹤0.01%	3555
2018 Q3	$1.36M	Buy	17,774 +2,099	+13%	+$159K	﹤0.01%	3550
2018 Q2	$1.14M	Buy	15,675 +3,557	+29%	+$255K	﹤0.01%	3678
2018 Q1	$850K	Sell	12,118 -4,993	-29%	-$359K	﹤0.01%	3846
2017 Q4	$1.21M	Buy	17,111 +273	+2%	+$19.4K	﹤0.01%	3612
2017 Q3	$1.17M	Buy	16,838 +7,344	+77%	+$500K	﹤0.01%	3571
2017 Q2	$637K	Buy	9,494 +4,131	+77%	+$274K	﹤0.01%	3944
2017 Q1	$350K	Buy	5,363 +474	+10%	+$30.6K	﹤0.01%	4284
2016 Q4	$306K	Buy	4,889 +697	+17%	+$44.7K	﹤0.01%	4469
2016 Q3	$269K	Buy	4,192 +1,265	+43%	+$81.8K	﹤0.01%	4336
2016 Q2	$183K	Buy	2,927 +2,727	+1,364%	+$170K	﹤0.01%	4600
2016 Q1	$12K	Buy	+200	New	+$12.1K	﹤0.01%	6547

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

UBS Group's SHE Position: Q1 2026 in Review

UBS Group reduced its State Street SPDR MSCI USA Gender Diversity ETF (SHE) stake by 11% in Q1 2026, selling an estimated $314K and leaving 19,059 shares worth $2.44M. The position accounts for ﹤0.01% of the portfolio, ranked #4791.

UBS Group first reported a position in SHE in Q1 2016 and has held it in 41 quarters since. The position peaked at $5.09M in Q4 2021. 126 funds tracked by Wall St. Rank hold SHE as of Q1 2026.

UBS Group held 19,059 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $2.44M as of Q1 2026.
UBS Group sold 2,359 State Street SPDR MSCI USA Gender Diversity ETF shares in Q1 2026, an estimated $314K.
State Street SPDR MSCI USA Gender Diversity ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #4791 holding.
UBS Group first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q1 2016 and has held it in 41 quarters since.
UBS Group's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $5.09M in Q4 2021.
126 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.