Wood Tarver Financial Group’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Wood Tarver Financial 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
2025 Q3	–	Sell	-1,687	Closed	-$210K	–	549
2025 Q2	$210K	Hold	1,687	–	–	0.06%	138
2025 Q1	$193K	Hold	1,687	–	–	0.06%	131
2024 Q4	$195K	Buy	+1,687	New	+$198K	0.07%	131

Other funds holding SHE

RCG

Rock Creek Group Washington, District of Columbia $988M AUM 8.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FAFN

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wood Tarver Financial Group's SHE Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q3 2025, closing a stake of 1,687 shares — an estimated $210K sold.

Wood Tarver Financial Group first reported a position in SHE in Q4 2024 and held it in 3 quarters. The position peaked at $210K in Q2 2025. 116 funds tracked by Wall St. Rank hold SHE as of Q3 2025.

Wood Tarver Financial Group reported no remaining State Street SPDR MSCI USA Gender Diversity ETF position as of Q3 2025 after selling out during the quarter.
Wood Tarver Financial Group sold 1,687 State Street SPDR MSCI USA Gender Diversity ETF shares in Q3 2025, an estimated $210K.
Wood Tarver Financial Group first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q4 2024 and held it in 3 quarters.
Wood Tarver Financial Group's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $210K in Q2 2025.
116 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.