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Upturn AI SWOT - About
SPDR® SSGA Gender Diversity Index ETF (SHE)
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Upturn Advisory Summary
10/10/2025: SHE (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 31.93% | Avg. Invested days 64 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/10/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.97 | 52 Weeks Range 98.62 - 124.28 | Updated Date 06/29/2025 |
52 Weeks Range 98.62 - 124.28 | Updated Date 06/29/2025 |
Upturn AI SWOT
SPDR® SSGA Gender Diversity Index ETF
ETF Overview
Overview
The SPDRu00ae SSGA Gender Diversity Index ETF (SHE) seeks to provide investment results that, before fees and expenses, correspond generally to the performance of the SSGA Gender Diversity Index. It focuses on U.S. companies that demonstrate commitment to gender diversity within their senior leadership.
Reputation and Reliability
State Street Global Advisors (SSGA) is a well-established and reputable ETF issuer with a long track record in the market.
Management Expertise
SSGA has extensive experience managing index-tracking ETFs and a dedicated team of investment professionals.
Investment Objective
Goal
To track the performance of the SSGA Gender Diversity Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, seeking to replicate the performance of the SSGA Gender Diversity Index.
Composition The ETF primarily holds stocks of U.S. companies recognized for their gender diversity policies within senior management.
Market Position
Market Share: SHE holds a niche market share within the socially responsible investing (SRI) and gender diversity-focused ETF categories.
Total Net Assets (AUM): 307000000
Competitors
Key Competitors
- Impact Shares Woman Forward ETF (WOMN)
- BLK IVES Wmn Lead Div Eq ETF (WLDY)
Competitive Landscape
The gender diversity ETF market is relatively concentrated, with SHE holding a significant portion of the AUM. SHE's advantages include its early mover status and the backing of SSGA. Disadvantages compared to other funds may include variations in index construction and expense ratios.
Financial Performance
Historical Performance: Historical performance varies based on market conditions and index performance. Refer to official fund fact sheets for specific returns over different time periods.
Benchmark Comparison: The ETF's performance should be compared to the SSGA Gender Diversity Index to evaluate its tracking efficiency.
Expense Ratio: 0.2
Liquidity
Average Trading Volume
The ETF demonstrates moderate liquidity, facilitating relatively easy buying and selling for most investors.
Bid-Ask Spread
The bid-ask spread is typically tight, suggesting efficient trading and low transaction costs.
Market Dynamics
Market Environment Factors
Interest rate movements, economic growth and investor sentiment can influence the performance of US equities, impacting SHE.
Growth Trajectory
SHE's growth is tied to the increasing interest in ESG and diversity-focused investing, potentially drawing more investors seeking to align their investments with their values.
Moat and Competitive Advantages
Competitive Edge
SHE benefits from being one of the first ETFs focused on gender diversity, granting it recognition and a first-mover advantage. Its association with SSGA, a well-respected asset manager, adds credibility. The fund's passive index-tracking strategy allows it to offer a low expense ratio compared to actively managed funds. The focus on gender diversity resonates with investors seeking socially responsible investments. However, the index methodology and sector exposures are not unique, which may dilute its moat compared to other funds.
Risk Analysis
Volatility
The ETF's volatility is similar to that of the broader U.S. equity market, as it invests in a diversified portfolio of stocks.
Market Risk
The primary risk is market risk, as the ETF's value can fluctuate based on overall market conditions and investor sentiment towards U.S. equities.
Investor Profile
Ideal Investor Profile
Investors seeking exposure to U.S. equities with a focus on companies demonstrating commitment to gender diversity are best suited for this ETF.
Market Risk
This ETF is best for long-term investors who are interested in socially responsible investing and aligning their portfolios with their values.
Summary
The SPDRu00ae SSGA Gender Diversity Index ETF (SHE) offers investors exposure to US companies that exhibit leadership in gender diversity. It seeks to replicate the SSGA Gender Diversity Index through a passive management style. SHE's competitive edge is attributed to its early mover status and backing from SSGA. Market risks and alignment with the fund's diversity criteria are important to assess when considering investment, making it suitable for long-term investors seeking socially responsible investments.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SSGA Official Website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on your own due diligence and consultation with a financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About SPDR® SSGA Gender Diversity Index ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal market conditions, the fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. In addition, it may invest in equity securities that are not included in the index, cash and cash equivalents or money market instruments.
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