Fingerlakes Wealth Management’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Fingerlakes Wealth Management’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 Q1	$491K	Sell	3,843 -51	-1%	-$6.79K	0.33%	63
2025 Q4	$514K	Buy	3,894 +13	+0.3%	+$1.69K	0.33%	59
2025 Q3	$495K	Buy	3,881 +11	+0.3%	+$1.38K	0.32%	60
2025 Q2	$483K	Sell	3,870 -3	-0.1%	-$349	0.36%	58
2025 Q1	$442K	Sell	3,873 -251	-6%	-$29.7K	0.38%	56
2024 Q4	$478K	Sell	4,124 -360	-8%	-$42.3K	0.39%	57
2024 Q3	$509K	Sell	4,484 -68	-1%	-$7.49K	0.42%	55
2024 Q2	$495K	Sell	4,552 -326	-7%	-$34.2K	0.44%	52
2024 Q1	$516K	Sell	4,878 -48	-1%	-$4.83K	0.5%	52
2023 Q4	$468K	Sell	4,926 -60	-1%	-$5.33K	0.5%	53
2023 Q3	$424K	Sell	4,986 -131	-3%	-$11.6K	0.52%	51
2023 Q2	$450K	Sell	5,117 -50	-1%	-$4.21K	0.52%	53
2023 Q1	$428K	Sell	5,167 -279	-5%	-$22.8K	0.53%	53
2022 Q4	$429K	Sell	5,446 -271	-5%	-$21.4K	0.59%	48
2022 Q3	$416K	Buy	5,717 +10	+0.2%	+$800	0.61%	52
2022 Q2	$433K	Sell	5,707 -651	-10%	-$54K	0.59%	52
2022 Q1	$587K	Buy	6,358 +1,466	+30%	+$135K	0.69%	43
2021 Q4	$504K	Buy	+4,892	New	+$507K	0.57%	49

Other funds holding SHE

RCG

Rock Creek Group Washington, District of Columbia $988M AUM 8.89% 1-Year Est. Return

FAFN

First Affirmative Financial Network Colorado Springs, Colorado $258M AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.55B AUM 19.86% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Fingerlakes Wealth Management's SHE Position: Q1 2026 in Review

Fingerlakes Wealth Management reduced its State Street SPDR MSCI USA Gender Diversity ETF (SHE) stake by 1.3% in Q1 2026, selling an estimated $6.79K and leaving 3,843 shares worth $491K. The position accounts for 0.33% of the portfolio, ranked #63.

Fingerlakes Wealth Management first reported a position in SHE in Q4 2021 and has held it in 18 quarters since. The position peaked at $587K in Q1 2022. 126 funds tracked by Wall St. Rank hold SHE as of Q1 2026.

Fingerlakes Wealth Management held 3,843 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $491K as of Q1 2026.
Fingerlakes Wealth Management sold 51 State Street SPDR MSCI USA Gender Diversity ETF shares in Q1 2026, an estimated $6.79K.
State Street SPDR MSCI USA Gender Diversity ETF made up 0.33% of Fingerlakes Wealth Management's portfolio in Q1 2026, its #63 holding.
Fingerlakes Wealth Management first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q4 2021 and has held it in 18 quarters since.
Fingerlakes Wealth Management's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $587K in Q1 2022.
126 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q1 2026.

Based on Fingerlakes Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.