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 Q3	$256K	Sell	1,628 -38	-2%	-$5.96K	﹤0.01%	1405
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

First Affirmative Financial Network Colorado Springs, Colorado $456M AUM

Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Bell Investment Advisors Oakland, California $684M AUM 11.42% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

AssetMark Inc's SHE Position: Q3 2026 in Review

AssetMark Inc reduced its State Street SPDR MSCI USA Gender Diversity ETF (SHE) stake by 2.3% in Q3 2026, selling an estimated $5.96K and leaving 1,628 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #1405.

AssetMark Inc first reported a position in SHE in Q2 2025 and has held it in 6 quarters since. The position peaked at $302K in Q2 2025. 60 funds tracked by Wall St. Rank hold SHE as of Q3 2026.

AssetMark Inc held 1,628 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $256K as of Q3 2026.
AssetMark Inc sold 38 State Street SPDR MSCI USA Gender Diversity ETF shares in Q3 2026, an estimated $5.96K.
State Street SPDR MSCI USA Gender Diversity ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1405 holding.
AssetMark Inc first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q2 2025 and has held it in 6 quarters since.
AssetMark Inc's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $302K in Q2 2025.
60 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.