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Dynamic Advisor Solutions’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Dynamic Advisor Solutions’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 		$580K Buy
3,758
+183
+5% +$26.9K 0.02% 642
2026
Q1 		$457K Buy
3,575
+180
+5% +$24K 0.01% 668
2025
Q4 		$448K Buy
+3,395
New +$441K 0.01% 655

Other funds holding SHE

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return
WA
Winter & Associates St. Paul, Minnesota $133M AUM
SA
Sincerus Advisory New York $147M AUM 23.39% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $151M AUM 22.54% 1-Year Est. Return
VWM
Vermillion Wealth Management Rosemount, Minnesota $427M AUM 12.63% 1-Year Est. Return
MCRM
Midway Capital Research & Management Chicago, Illinois $126M AUM

Dynamic Advisor Solutions's SHE Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its State Street SPDR MSCI USA Gender Diversity ETF (SHE) stake by 5.1% in Q2 2026, buying an estimated $26.9K and bringing the position to 3,758 shares worth $580K. The position accounts for 0.02% of the portfolio, ranked #642.

Dynamic Advisor Solutions first reported a position in SHE in Q4 2025 and has held it in 3 quarters since. 14 funds tracked by Wall St. Rank hold SHE as of Q2 2026.

  • Dynamic Advisor Solutions held 3,758 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $580K as of Q2 2026.
  • Dynamic Advisor Solutions bought 183 State Street SPDR MSCI USA Gender Diversity ETF shares in Q2 2026, an estimated $26.9K.
  • State Street SPDR MSCI USA Gender Diversity ETF made up 0.02% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #642 holding.
  • Dynamic Advisor Solutions first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q4 2025 and has held it in 3 quarters since.
  • 14 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.