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White Lighthouse Investment Management’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

White Lighthouse Investment 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
Q2 		$256K Hold
1,660
– – 0.03% 135
2026
Q1 		$212K Buy
1,660
+2
+0.1% +$266 0.03% 142
2025
Q4 		$219K Buy
+1,658
New +$215K 0.03% 141
2022
Q2 		– Sell
-2,203
Closed -$203K – 118
2022
Q1 		$203K Buy
2,203
+125
+6% +$11.5K 0.05% 113
2021
Q4 		$212K Buy
+2,078
New +$216K 0.05% 111

Other funds holding SHE

RCG
Rock Creek Group Washington, District of Columbia $994M AUM 11.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $110B AUM 26.29% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

White Lighthouse Investment Management's SHE Position: Q2 2026 in Review

White Lighthouse Investment Management held its State Street SPDR MSCI USA Gender Diversity ETF (SHE) position steady in Q2 2026 at 1,660 shares worth $256K. The position accounts for 0.03% of the portfolio, ranked #135.

White Lighthouse Investment Management first reported a position in SHE in Q4 2021 and has held it in 5 quarters since. 132 funds tracked by Wall St. Rank hold SHE as of Q2 2026.

  • White Lighthouse Investment Management held 1,660 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $256K as of Q2 2026.
  • White Lighthouse Investment Management left its State Street SPDR MSCI USA Gender Diversity ETF share count unchanged in Q2 2026.
  • State Street SPDR MSCI USA Gender Diversity ETF made up 0.03% of White Lighthouse Investment Management's portfolio in Q2 2026, its #135 holding.
  • White Lighthouse Investment Management first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q4 2021 and has held it in 5 quarters since.
  • 132 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q2 2026.

Based on White Lighthouse Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.