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- Upturn Summary
- Fund Details
Upturn AI Summary
SPDR® SSGA Gender Diversity Index ETF(SHE)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for SHE
10/28/2026: SHE (2-star) is currently NOT-A-BUY. Pass it for now.
The SPDR SSGA Gender Diversity Index ETF (SHE) provides targeted exposure to large-cap US companies that demonstrate strong gender diversity in their senior leadership. Managed by State Street Global Advisors, it offers a cost-effective way to incorporate ESG and diversity values into a core portfolio. While it benefits from the liquidity and stability of the large-cap market, investors should monitor potential sector concentration risks inherent in the diversity screening process. It is best suited for long-term investors who prioritize corporate governance and social diversity as part of their investment mandate.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | While it holds large-cap growth stocks, the diversity screen may cause it to deviate from standard growth benchmarks. |
| Momentum investor | Weak fit | The fund's strategy is based on structural diversity metrics rather than price-based momentum signals. |
| Value investor | Mixed fit | The portfolio reflects a blend of styles depending on the companies that meet the diversity criteria. |
| Dividend/Income investor | Mixed fit | The fund is not specifically managed for income, though many of its large-cap holdings do pay dividends. |
| Low-risk investor | Mixed fit | It holds diversified large-cap equities, but the sector concentration resulting from the diversity screen may increase volatility. |
Investor Profile
Ideal Investor Profile
Investors seeking to align their core US equity holdings with specific values regarding gender diversity and corporate leadership.
Suitability
Best suited for long-term investors looking for thematic exposure within their core large-cap US equity allocation.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | The fund is subject to general equity market fluctuations. |
| Market risk | Medium / high | As an equity fund, it is fully exposed to systematic market downturns. |
| Concentration | Medium | The diversity screen may lead to overweighting in sectors with higher female representation in leadership. |
| Tracking/expense | Low | The fund maintains a competitive expense ratio and tracks its index with high precision. |
| Liquidity | Low | The underlying assets are highly liquid, large-cap US stocks. |
| Business/sector quality | Medium | The index focuses on established large-cap companies with formal diversity reporting. |
Risk Analysis
Volatility
SHE exhibits volatility generally consistent with the large-cap US equity market, though sector shifts may create deviations.
Market Risk
The primary risk is systematic market decline, exacerbated by potential sector concentration from the diversity selection methodology.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | US Large-Cap Equities | 98 | This provides broad exposure to large, established companies that are leaders in gender diversity initiatives. |
| Cash/collateral | Cash and Cash Equivalents | 2 | A small cash balance is maintained for liquidity requirements and daily operational adjustments. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 39.69% | Avg. Invested days 60 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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