CWC Advisors’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

CWC Advisors’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	$507K	Sell	3,222 -5	-0.2%	-$784	0.24%	96
2026 Q2	$498K	Sell	3,227 -32	-1%	-$4.71K	0.22%	101
2026 Q1	$417K	Buy	3,259 +1	+0%	+$133	0.2%	103
2025 Q4	$430K	Hold	3,258	–	–	0.21%	105
2025 Q3	$415K	Buy	3,258 +1	+0%	+$125	0.2%	106
2025 Q2	$407K	Sell	3,257 -8	-0.2%	-$931	0.21%	99
2025 Q1	$373K	Buy	3,265 +8	+0.2%	+$945	0.21%	95
2024 Q4	$377K	Sell	3,257 -40	-1%	-$4.7K	0.38%	72
2024 Q3	$375K	Buy	+3,297	New	+$363K	0.37%	76

Other funds holding SHE

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

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

South Shore Capital Advisors Cohasset, Massachusetts $146M AUM 28.44% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Portfolio Resources Advisor Group Coral Gables, Florida $121M AUM 13.93% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return

Mitchell Sinkler & Starr Philadelphia, Pennsylvania $247M AUM 20.34% 1-Year Est. Return

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Sincerus Advisory New York $153M AUM 15.11% 1-Year Est. Return

CWC Advisors's SHE Position: Q3 2026 in Review

CWC Advisors reduced its State Street SPDR MSCI USA Gender Diversity ETF (SHE) stake by 0.15% in Q3 2026, selling an estimated $784 and leaving 3,222 shares worth $507K. The position accounts for 0.24% of the portfolio, ranked #96.

CWC Advisors first reported a position in SHE in Q3 2024 and has held it in 9 quarters since. 18 funds tracked by Wall St. Rank hold SHE as of Q3 2026.

CWC Advisors held 3,222 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $507K as of Q3 2026.
CWC Advisors sold 5 State Street SPDR MSCI USA Gender Diversity ETF shares in Q3 2026, an estimated $784.
State Street SPDR MSCI USA Gender Diversity ETF made up 0.24% of CWC Advisors's portfolio in Q3 2026, its #96 holding.
CWC Advisors first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q3 2024 and has held it in 9 quarters since.
18 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q3 2026.

Based on CWC Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.