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

Farther Finance 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	$132	Hold	1	–	–	﹤0.01%	5766
2026 Q1	$111	Hold	1	–	–	﹤0.01%	5501
2025 Q4	$113	Hold	1	–	–	﹤0.01%	5286
2025 Q3	$109	Hold	1	–	–	﹤0.01%	4813
2025 Q2	$107	Hold	1	–	–	﹤0.01%	4309
2025 Q1	$86	Hold	1	–	–	﹤0.01%	4086
2024 Q4	$87	Sell	1 -15	-94%	-$1.76K	﹤0.01%	3804
2024 Q3	$1.78K	Hold	16	–	–	﹤0.01%	3033
2024 Q2	$1.7K	Hold	16	–	–	﹤0.01%	2857
2024 Q1	$1.65K	Hold	16	–	–	﹤0.01%	2568
2023 Q4	$1.48K	Hold	16	–	–	﹤0.01%	2557
2023 Q3	$1.32K	Buy	16 +1	+7%	+$89	﹤0.01%	1998
2023 Q2	$1.36K	Hold	15	–	–	﹤0.01%	1881
2023 Q1	$1.28K	Buy	+15	New	+$1.22K	﹤0.01%	1785

Other funds holding SHE

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWM

Fingerlakes Wealth Management Ithaca, New York $186M AUM 30.5% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

CWC Advisors Lake Oswego, Oregon $225M AUM 23.94% 1-Year Est. Return

MCM

Mendel Capital Management Little Rock, Arkansas $222M AUM

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

MSS

Mitchell Sinkler & Starr Philadelphia, Pennsylvania $240M AUM 24.63% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Farther Finance Advisors's SHE Position: Q2 2026 in Review

Farther Finance Advisors held its State Street SPDR MSCI USA Gender Diversity ETF (SHE) position steady in Q2 2026 at 1 share worth $132. The position accounts for ﹤0.01% of the portfolio, ranked #5766.

Farther Finance Advisors first reported a position in SHE in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.78K in Q3 2024. 32 funds tracked by Wall St. Rank hold SHE as of Q2 2026.

Farther Finance Advisors held 1 share of State Street SPDR MSCI USA Gender Diversity ETF worth $132 as of Q2 2026.
Farther Finance Advisors left its State Street SPDR MSCI USA Gender Diversity ETF share count unchanged in Q2 2026.
State Street SPDR MSCI USA Gender Diversity ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #5766 holding.
Farther Finance Advisors first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q1 2023 and has held it in 14 quarters since.
Farther Finance Advisors's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $1.78K in Q3 2024.
32 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.