Whittier Trust’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Whittier Trust’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	–	Sell	-3	Closed	-$425	–	1421
2025 Q4	$425	Hold	3	–	–	﹤0.01%	1337
2025 Q3	$402	Buy	+3	New	+$376	﹤0.01%	1358
2024 Q4	–	Sell	-1,965	Closed	-$223K	–	1601
2024 Q3	$223K	Sell	1,965 -672	-25%	-$74K	﹤0.01%	663
2024 Q2	$287K	Hold	2,637	–	–	﹤0.01%	580
2024 Q1	$279K	Hold	2,637	–	–	﹤0.01%	583
2023 Q4	$250K	Hold	2,637	–	–	﹤0.01%	603
2023 Q3	$224K	Buy	+2,637	New	+$233K	﹤0.01%	608

Other funds holding SHE

RCG

Rock Creek Group Washington, District of Columbia $994M AUM 11.29% 1-Year Est. Return

FAFN

First Affirmative Financial Network Colorado Springs, Colorado $258M AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $59.1B AUM 18.41% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Whittier Trust's SHE Position: Q1 2026 in Review

Whittier Trust sold out of State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q1 2026, closing a stake of 3 shares — an estimated $425 sold.

Whittier Trust first reported a position in SHE in Q3 2023 and held it in 7 quarters. The position peaked at $287K in Q2 2024. 126 funds tracked by Wall St. Rank hold SHE as of Q1 2026.

Whittier Trust reported no remaining State Street SPDR MSCI USA Gender Diversity ETF position as of Q1 2026 after selling out during the quarter.
Whittier Trust sold 3 State Street SPDR MSCI USA Gender Diversity ETF shares in Q1 2026, an estimated $425.
Whittier Trust first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q3 2023 and held it in 7 quarters.
Whittier Trust's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $287K in Q2 2024.
126 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.