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 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

RCG

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

CWC Advisors's SHE Position: Q2 2026 in Review

CWC Advisors reduced its State Street SPDR MSCI USA Gender Diversity ETF (SHE) stake by 0.98% in Q2 2026, selling an estimated $4.71K and leaving 3,227 shares worth $498K. The position accounts for 0.22% of the portfolio, ranked #101.

CWC Advisors first reported a position in SHE in Q3 2024 and has held it in 8 quarters since. 132 funds tracked by Wall St. Rank hold SHE as of Q2 2026.

CWC Advisors held 3,227 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $498K as of Q2 2026.
CWC Advisors sold 32 State Street SPDR MSCI USA Gender Diversity ETF shares in Q2 2026, an estimated $4.71K.
State Street SPDR MSCI USA Gender Diversity ETF made up 0.22% of CWC Advisors's portfolio in Q2 2026, its #101 holding.
CWC Advisors first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q3 2024 and has held it in 8 quarters since.
132 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q2 2026.

Based on CWC Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.