AssetMark Inc
SHE icon

AssetMark Inc’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

AssetMark Inc’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 		$257K Buy
1,666
+1
+0.1% +$147 ﹤0.01% 1376
2026
Q1 		$213K Sell
1,665
-112
-6% -$14.9K ﹤0.01% 1340
2025
Q4 		$235K Sell
1,777
-506
-22% -$65.7K ﹤0.01% 1268
2025
Q3 		$291K Sell
2,283
-138
-6% -$17.3K ﹤0.01% 1186
2025
Q2 		$302K Buy
+2,421
New +$282K ﹤0.01% 1130

Other funds holding SHE

AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LWP
Laurel Wealth Planning Edina, Minnesota $226M AUM 20.18% 1-Year Est. Return
NF
Napier Financial Braintree, Massachusetts $480M AUM
SSCA
South Shore Capital Advisors Cohasset, Massachusetts $149M AUM

AssetMark Inc's SHE Position: Q2 2026 in Review

AssetMark Inc increased its State Street SPDR MSCI USA Gender Diversity ETF (SHE) stake by 0.06% in Q2 2026, buying an estimated $147 and bringing the position to 1,666 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #1376.

AssetMark Inc first reported a position in SHE in Q2 2025 and has held it in 5 quarters since. The position peaked at $302K in Q2 2025. 48 funds tracked by Wall St. Rank hold SHE as of Q2 2026.

  • AssetMark Inc held 1,666 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $257K as of Q2 2026.
  • AssetMark Inc bought 1 State Street SPDR MSCI USA Gender Diversity ETF share in Q2 2026, an estimated $147.
  • State Street SPDR MSCI USA Gender Diversity ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1376 holding.
  • AssetMark Inc first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q2 2025 and has held it in 5 quarters since.
  • AssetMark Inc's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $302K in Q2 2025.
  • 48 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.