Valmark Advisers’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Valmark Advisers’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	$293K	Sell	2,292 -40	-2%	-$5.32K	﹤0.01%	583
2025 Q4	$308K	Sell	2,332 -20	-0.9%	-$2.6K	﹤0.01%	552
2025 Q3	$300K	Hold	2,352	–	–	﹤0.01%	555
2025 Q2	$294K	Buy	2,352 +97	+4%	+$11.3K	﹤0.01%	554
2025 Q1	$257K	Hold	2,255	–	–	﹤0.01%	549
2024 Q4	$261K	Sell	2,255 -325	-13%	-$38.2K	﹤0.01%	534
2024 Q3	$293K	Hold	2,580	–	–	﹤0.01%	505
2024 Q2	$281K	Hold	2,580	–	–	﹤0.01%	485
2024 Q1	$273K	Hold	2,580	–	–	﹤0.01%	470
2023 Q4	$245K	Sell	2,580 -675	-21%	-$60K	﹤0.01%	457
2023 Q3	$277K	Hold	3,255	–	–	0.01%	406
2023 Q2	$287K	Hold	3,255	–	–	0.01%	406
2023 Q1	$270K	Hold	3,255	–	–	0.01%	413
2022 Q4	$256K	Hold	3,255	–	–	0.01%	392
2022 Q3	$237K	Hold	3,255	–	–	﹤0.01%	377
2022 Q2	$247K	Hold	3,255	–	–	﹤0.01%	372
2022 Q1	$300K	Hold	3,255	–	–	0.01%	370
2021 Q4	$333K	Sell	3,255 -250	-7%	-$25.9K	0.01%	334
2021 Q3	$354K	Hold	3,505	–	–	0.01%	309
2021 Q2	$356K	Sell	3,505 -494	-12%	-$48.9K	0.01%	316
2021 Q1	$380K	Hold	3,999	–	–	0.01%	297
2020 Q4	$359K	Hold	3,999	–	–	0.01%	283
2020 Q3	$307K	Hold	3,999	–	–	0.01%	233
2020 Q2	$284K	Sell	3,999 -140	-3%	-$9.46K	0.01%	221
2020 Q1	$244K	Sell	4,139 -200	-5%	-$14.5K	0.01%	204
2019 Q4	$335K	Sell	4,339 -200	-4%	-$15K	0.01%	181
2019 Q3	$333K	Buy	4,539 +175	+4%	+$12.9K	0.01%	180
2019 Q2	$322K	Buy	4,364 +135	+3%	+$9.73K	0.01%	175
2019 Q1	$300K	Hold	4,229	–	–	0.01%	181
2018 Q4	$270K	Hold	4,229	–	–	0.01%	174
2018 Q3	$325K	Hold	4,229	–	–	0.01%	151
2018 Q2	$306K	Buy	4,229 +135	+3%	+$9.66K	0.01%	149
2018 Q1	$287K	Hold	4,094	–	–	0.01%	153
2017 Q4	$290K	Buy	4,094 +610	+18%	+$43.4K	0.01%	150
2017 Q3	$242K	Hold	3,484	–	–	0.01%	70
2017 Q2	$234K	Buy	+3,484	New	+$231K	0.01%	72
2016 Q3	–	Sell	-3,385	Closed	-$212K	–	78
2016 Q2	$212K	Buy	+3,385	New	+$211K	0.01%	68

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

Valmark Advisers's SHE Position: Q1 2026 in Review

Valmark Advisers reduced its State Street SPDR MSCI USA Gender Diversity ETF (SHE) stake by 1.7% in Q1 2026, selling an estimated $5.32K and leaving 2,292 shares worth $293K. The position accounts for ﹤0.01% of the portfolio, ranked #583.

Valmark Advisers first reported a position in SHE in Q2 2016 and has held it in 37 quarters since. The position peaked at $380K in Q1 2021. 126 funds tracked by Wall St. Rank hold SHE as of Q1 2026.

Valmark Advisers held 2,292 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $293K as of Q1 2026.
Valmark Advisers sold 40 State Street SPDR MSCI USA Gender Diversity ETF shares in Q1 2026, an estimated $5.32K.
State Street SPDR MSCI USA Gender Diversity ETF made up ﹤0.01% of Valmark Advisers's portfolio in Q1 2026, its #583 holding.
Valmark Advisers first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q2 2016 and has held it in 37 quarters since.
Valmark Advisers's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $380K in Q1 2021.
126 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q1 2026.

Based on Valmark Advisers's 13F filing for Q1 2026, filed 1 May 2026.