Guardian Wealth Advisors (North Carolina)’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	–	Sell	-59	Closed	-$7.54K	–	557
2026 Q1	$7.54K	Buy	+59	New	+$7.85K	﹤0.01%	552
2025 Q3	–	Sell	-59	Closed	-$7.36K	–	514
2025 Q2	$7.36K	Hold	59	–	–	﹤0.01%	495
2025 Q1	$6.73K	Hold	59	–	–	﹤0.01%	475
2024 Q4	$6.83K	Hold	59	–	–	﹤0.01%	454
2024 Q3	$6.7K	Hold	59	–	–	﹤0.01%	397
2024 Q2	$6.42K	Hold	59	–	–	﹤0.01%	382
2024 Q1	$6.25K	Hold	59	–	–	﹤0.01%	397
2023 Q4	$5.61K	Hold	59	–	–	﹤0.01%	391
2023 Q3	$5.01K	Hold	59	–	–	﹤0.01%	373
2023 Q2	$5.19K	Hold	59	–	–	﹤0.01%	360
2023 Q1	$4.89K	Hold	59	–	–	﹤0.01%	359
2022 Q4	$4.65K	Hold	59	–	–	﹤0.01%	333
2022 Q3	$4K	Hold	59	–	–	﹤0.01%	314
2022 Q2	$4K	Buy	+59	New	+$4.89K	﹤0.01%	324

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

Guardian Wealth Advisors (North Carolina)'s SHE Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q2 2026, closing a stake of 59 shares — an estimated $7.54K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in SHE in Q2 2022 and held it in 14 quarters. The position peaked at $7.54K in Q1 2026. 132 funds tracked by Wall St. Rank hold SHE as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining State Street SPDR MSCI USA Gender Diversity ETF position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 59 State Street SPDR MSCI USA Gender Diversity ETF shares in Q2 2026, an estimated $7.54K.
Guardian Wealth Advisors (North Carolina) first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q2 2022 and held it in 14 quarters.
Guardian Wealth Advisors (North Carolina)'s State Street SPDR MSCI USA Gender Diversity ETF position peaked at $7.54K in Q1 2026.
132 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.