Integrated Wealth Concepts’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Integrated Wealth Concepts’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	$925K	Buy	5,987 +1,933	+48%	+$284K	﹤0.01%	1383
2026 Q1	$518K	Buy	4,054 +990	+32%	+$132K	﹤0.01%	1522
2025 Q4	$405K	Sell	3,064 -1,180	-28%	-$153K	﹤0.01%	1182
2025 Q3	$541K	Buy	4,244 +551	+15%	+$69K	﹤0.01%	1293
2025 Q2	$461K	Buy	3,693 +646	+21%	+$75.2K	﹤0.01%	1324
2025 Q1	$348K	Buy	3,047 +742	+32%	+$87.7K	﹤0.01%	1320
2024 Q4	$267K	Buy	+2,305	New	+$271K	﹤0.01%	1435

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

Integrated Wealth Concepts's SHE Position: Q2 2026 in Review

Integrated Wealth Concepts increased its State Street SPDR MSCI USA Gender Diversity ETF (SHE) stake by 48% in Q2 2026, buying an estimated $284K and bringing the position to 5,987 shares worth $925K. The position accounts for ﹤0.01% of the portfolio, ranked #1383.

Integrated Wealth Concepts first reported a position in SHE in Q4 2024 and has held it in 7 quarters since. 132 funds tracked by Wall St. Rank hold SHE as of Q2 2026.

Integrated Wealth Concepts held 5,987 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $925K as of Q2 2026.
Integrated Wealth Concepts bought 1,933 State Street SPDR MSCI USA Gender Diversity ETF shares in Q2 2026, an estimated $284K.
State Street SPDR MSCI USA Gender Diversity ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1383 holding.
Integrated Wealth Concepts first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q4 2024 and has held it in 7 quarters since.
132 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.