Dynamic Advisor Solutions
SHE icon

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
Q3 		$607K Buy
3,853
+95
+3% +$14.9K 0.02% 599
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

Albion Financial Group
Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
South Shore Capital Advisors
South Shore Capital Advisors Cohasset, Massachusetts $146M AUM 28.44% 1-Year Est. Return
Portfolio Resources Advisor Group
Portfolio Resources Advisor Group Coral Gables, Florida $121M AUM 13.93% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return
CWC Advisors
CWC Advisors Lake Oswego, Oregon $215M AUM 18.92% 1-Year Est. Return
Mitchell Sinkler & Starr
Mitchell Sinkler & Starr Philadelphia, Pennsylvania $247M AUM 20.34% 1-Year Est. Return
Traphagen Investment Advisors
Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return
Grove Bank & Trust
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Dynamic Advisor Solutions's SHE Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its State Street SPDR MSCI USA Gender Diversity ETF (SHE) stake by 2.5% in Q3 2026, buying an estimated $14.9K and bringing the position to 3,853 shares worth $607K. The position accounts for 0.02% of the portfolio, ranked #599.

Dynamic Advisor Solutions first reported a position in SHE in Q4 2025 and has held it in 4 quarters since. 21 funds tracked by Wall St. Rank hold SHE as of Q3 2026.

  • Dynamic Advisor Solutions held 3,853 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $607K as of Q3 2026.
  • Dynamic Advisor Solutions bought 95 State Street SPDR MSCI USA Gender Diversity ETF shares in Q3 2026, an estimated $14.9K.
  • State Street SPDR MSCI USA Gender Diversity ETF made up 0.02% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #599 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 4 quarters since.
  • 21 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.