American Financial & Tax Strategies’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

American Financial & Tax Strategies’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 Q2	$213K	Buy	+1,380	New	+$203K	0.1%	101

Other funds holding SHE

RCG

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

LPL Financial San Diego, California $445B AUM 25.58% 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 $1.81T 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

BIA

Bell Investment Advisors Oakland, California $681M AUM 18.36% 1-Year Est. Return

American Financial & Tax Strategies's SHE Position: Q2 2026 in Review

American Financial & Tax Strategies opened a new position in State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q2 2026: 1,380 shares worth $213K. The stake represents 0.1% of the portfolio and ranks #101 among its holdings.

97 funds tracked by Wall St. Rank hold SHE as of Q2 2026.

American Financial & Tax Strategies held 1,380 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $213K as of Q2 2026.
State Street SPDR MSCI USA Gender Diversity ETF was a new American Financial & Tax Strategies position in Q2 2026.
State Street SPDR MSCI USA Gender Diversity ETF made up 0.1% of American Financial & Tax Strategies's portfolio in Q2 2026, its #101 holding.
97 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q2 2026.

Based on American Financial & Tax Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.