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Wealthspire Advisors (New York)’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-406
Closed -$51.8K – 2568
2025
Q3 		$51.8K Buy
+406
New +$50.8K ﹤0.01% 1238

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return

Wealthspire Advisors (New York)'s SHE Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q4 2025, closing a stake of 406 shares — an estimated $51.8K sold.

Wealthspire Advisors (New York) first reported a position in SHE in Q3 2025 and held it in 1 quarter. The position peaked at $51.8K in Q3 2025. 126 funds tracked by Wall St. Rank hold SHE as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining State Street SPDR MSCI USA Gender Diversity ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 406 State Street SPDR MSCI USA Gender Diversity ETF shares in Q4 2025, an estimated $51.8K.
  • Wealthspire Advisors (New York) first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s State Street SPDR MSCI USA Gender Diversity ETF position peaked at $51.8K in Q3 2025.
  • 126 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.