SHE

SPDR SSGA Gender Diversity Index ETF
*Unless otherwise stated, data provided by FactSet.

SHE Fund Description

SHE tracks a market-cap-weighted index of US large-cap companies with a relatively high proportion of women in executive and director positions.

SHE Factset Analytics Insight

SHE seeks out companies that employ women in high-level leadership roles. The fund evaluates the 1000 largest US firms for the ratio of women on the board of directors and in executive positions (defined as Senior VP or higher). Companies ranking in the top 10% in each sector are included in the portfolio, with the caveat that each firm must have at least one woman on its board or as CEO. Firms are selected by sector and weighted by market cap with an individual capping weight of 5%. Launched in March 2016, SHE's performance shouldn't depart radically from the broad market — appealing to investors who want neutral large-cap coverage while still supporting the fund's principles.

PERFORMANCE [as of 06/28/22] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
SHE -7.56% -16.55% -24.13% -23.46% 2.93% 6.21% --
SHE (NAV) -7.50% -16.56% -24.06% -23.42% 2.95% 6.22% --
SSgA Gender Diversity Index -- -- -- -- -- -- --
MSCI USA Large Cap Index -7.69% -16.76% -20.17% -11.27% 11.16% 11.62% 13.46%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

SHE Summary Data

SPDR
03/07/16
Open-Ended Fund
0.20%
$210.52M
$758.08K
0.05%

SHE Portfolio Data

$122.98B
25.20
4.00
1.31%
09/16/22
190

SHE Index Data

SSgA Gender Diversity Index
Market Cap
Principles-based
MSCI USA Large Cap Index

SHE Portfolio Management

0.20%
--
--
--

SHE Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

SHE Fund Structure

Open-Ended Fund
No
Yes
-- / --
N/A
N/A
Low
Daily

SHE Factset Analytics Block Liquidity

As of 06/30/22
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of SHE. SHE is rated a 5 out of 5.

SHE Tradability

9,519
$758.08K
7,981
$648.99K
0.05%
$0.04
0.02%
0.17% / -1.78%
None
99.00%
25,000
0.32
0.03%
0.01%
0
$77.04
5

SHE Sector/Industry Breakdown


SHE
Segment Benchmark
19.04%
--
10.88%
--
9.62%
--
9.03%
--
8.91%
--
7.73%
--
6.80%
--
6.52%
--
4.92%
--
4.08%
--

SHE Countries


SHE
Segment Benchmark
100.00%
99.89%
--
0.11%

SHE Regions


SHE
Segment Benchmark
100.00%
100.00%

SHE Economic Development


SHE
Segment Benchmark
100.00%
100.00%

SHE Performance Statistics

0.92
1.03
1.10
0.98
0.46%
MSCI USA Large Cap Index

SHE Benchmark Comparison Holdings

190
296
50
13.62%

SHE Benchmark Comparison Summary


SHE
Segment Benchmark
190
296
$122.98B
$608.31B
25.20
21.94
4.00
4.53
1.38%
1.45%
Low
Low

SHE Benchmark Comparison Market Cap Size


SHE
Segment Benchmark
88.02%
99.91%
11.26%
0.09%
0.63%
0.00%
0.09%
0.00%