Medallion Wealth Advisors’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Medallion Wealth 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	$12.4K	Sell	80 -80	-50%	-$11.8K	﹤0.01%	708
2026 Q1	$20.4K	Hold	160	–	–	0.01%	652
2025 Q4	$21.1K	Buy	160 +80	+100%	+$10.4K	0.01%	632
2025 Q3	$10.2K	Hold	80	–	–	﹤0.01%	747
2025 Q2	$10K	Hold	80	–	–	﹤0.01%	734
2025 Q1	$9.13K	Hold	80	–	–	﹤0.01%	700
2024 Q4	$9.26K	Buy	+80	New	+$9.4K	﹤0.01%	676

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

Medallion Wealth Advisors's SHE Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its State Street SPDR MSCI USA Gender Diversity ETF (SHE) stake by 50% in Q2 2026, selling an estimated $11.8K and leaving 80 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #708.

Medallion Wealth Advisors first reported a position in SHE in Q4 2024 and has held it in 7 quarters since. The position peaked at $21.1K in Q4 2025. 132 funds tracked by Wall St. Rank hold SHE as of Q2 2026.

Medallion Wealth Advisors held 80 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $12.4K as of Q2 2026.
Medallion Wealth Advisors sold 80 State Street SPDR MSCI USA Gender Diversity ETF shares in Q2 2026, an estimated $11.8K.
State Street SPDR MSCI USA Gender Diversity ETF made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #708 holding.
Medallion Wealth Advisors first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $21.1K in Q4 2025.
132 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.