Mendel Capital Management’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Mendel Capital 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 Q2	$495K	Buy	3,203 +1	+0%	+$147	0.22%	65
2026 Q1	$409K	Buy	+3,202	New	+$426K	0.21%	74
2025 Q3	$515K	Buy	4,038 +1	+0%	+$125	0.27%	63
2025 Q2	$504K	Hold	4,037	–	–	0.29%	62
2025 Q1	$461K	Buy	4,037 +1	+0%	+$118	0.28%	64
2024 Q4	$467K	Sell	4,036 -44	-1%	-$5.17K	0.28%	65
2024 Q3	$463K	Buy	4,080 +1	+0%	+$110	0.28%	65
2024 Q2	$444K	Buy	4,079 +7	+0.2%	+$735	0.29%	63
2024 Q1	$431K	Buy	4,072 +6	+0.1%	+$603	0.29%	65
2023 Q4	$386K	Hold	4,066	–	–	0.28%	67
2023 Q3	$346K	Buy	4,066 +1	+0%	+$89	0.28%	66
2023 Q2	$358K	Buy	4,065 +1	+0%	+$84	0.29%	64
2023 Q1	$337K	Hold	4,064	–	–	0.3%	57
2022 Q4	$320K	Sell	4,064 -149	-4%	-$11.8K	0.33%	50
2022 Q3	$307K	Sell	4,213 -505	-11%	-$40.4K	0.36%	52
2022 Q2	$358K	Buy	4,718 +4	+0.1%	+$332	0.4%	47
2022 Q1	$435K	Sell	4,714 -146	-3%	-$13.5K	0.41%	44
2021 Q4	$497K	Buy	+4,860	New	+$504K	0.46%	42

Other funds holding SHE

AFG

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

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

LWP

Laurel Wealth Planning Edina, Minnesota $226M AUM 20.18% 1-Year Est. Return

Napier Financial Braintree, Massachusetts $480M AUM

SSCA

South Shore Capital Advisors Cohasset, Massachusetts $149M AUM

Mendel Capital Management's SHE Position: Q2 2026 in Review

Mendel Capital Management increased its State Street SPDR MSCI USA Gender Diversity ETF (SHE) stake by 0.03% in Q2 2026, buying an estimated $147 and bringing the position to 3,203 shares worth $495K. The position accounts for 0.22% of the portfolio, ranked #65.

Mendel Capital Management first reported a position in SHE in Q4 2021 and has held it in 18 quarters since. The position peaked at $515K in Q3 2025. 48 funds tracked by Wall St. Rank hold SHE as of Q2 2026.

Mendel Capital Management held 3,203 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $495K as of Q2 2026.
Mendel Capital Management bought 1 State Street SPDR MSCI USA Gender Diversity ETF share in Q2 2026, an estimated $147.
State Street SPDR MSCI USA Gender Diversity ETF made up 0.22% of Mendel Capital Management's portfolio in Q2 2026, its #65 holding.
Mendel Capital 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.
Mendel Capital Management's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $515K in Q3 2025.
48 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q2 2026.

Based on Mendel Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.