Mitchell Sinkler & Starr’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Mitchell Sinkler & Starr’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	$405K	Hold	2,625	–	–	0.17%	114
2026 Q1	$335K	Hold	2,625	–	–	0.15%	119
2025 Q4	$347K	Hold	2,625	–	–	0.16%	117
2025 Q3	$335K	Hold	2,625	–	–	0.15%	124
2025 Q2	$328K	Hold	2,625	–	–	0.16%	117
2025 Q1	$300K	Buy	2,625 +635	+32%	+$75K	0.08%	136
2024 Q4	$230K	Hold	1,990	–	–	0.06%	150
2024 Q3	$226K	Hold	1,990	–	–	0.06%	151
2024 Q2	$216K	Hold	1,990	–	–	0.06%	144
2024 Q1	$211K	Buy	+1,990	New	+$200K	0.05%	154
2022 Q3	–	Sell	-3,540	Closed	-$269K	–	114
2022 Q2	$269K	Sell	3,540 -1,065	-23%	-$88.3K	0.1%	100
2022 Q1	$425K	Buy	4,605 +300	+7%	+$27.7K	0.13%	89
2021 Q4	$440K	Hold	4,305	–	–	0.13%	89
2021 Q3	$435K	Hold	4,305	–	–	0.39%	72
2021 Q2	$437K	Buy	4,305 +250	+6%	+$24.8K	0.4%	73
2021 Q1	$385K	Buy	4,055 +185	+5%	+$17.2K	0.37%	76
2020 Q4	$347K	Sell	3,870 -530	-12%	-$43.9K	0.33%	75
2020 Q3	$337K	Hold	4,400	–	–	0.34%	74
2020 Q2	$313K	Hold	4,400	–	–	0.36%	73
2020 Q1	$260K	Hold	4,400	–	–	0.34%	79
2019 Q4	$340K	Hold	4,400	–	–	0.36%	75
2019 Q3	$323K	Buy	4,400 +70	+2%	+$5.16K	0.41%	70
2019 Q2	$319K	Hold	4,330	–	–	0.36%	78
2019 Q1	$308K	Buy	+4,330	New	+$298K	0.36%	79
2018 Q4	–	Sell	-2,700	Closed	-$207K	–	90
2018 Q3	$207K	Buy	+2,700	New	+$204K	0.22%	92

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

Mitchell Sinkler & Starr's SHE Position: Q2 2026 in Review

Mitchell Sinkler & Starr held its State Street SPDR MSCI USA Gender Diversity ETF (SHE) position steady in Q2 2026 at 2,625 shares worth $405K. The position accounts for 0.17% of the portfolio, ranked #114.

Mitchell Sinkler & Starr first reported a position in SHE in Q3 2018 and has held it in 25 quarters since. The position peaked at $440K in Q4 2021. 132 funds tracked by Wall St. Rank hold SHE as of Q2 2026.

Mitchell Sinkler & Starr held 2,625 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $405K as of Q2 2026.
Mitchell Sinkler & Starr left its State Street SPDR MSCI USA Gender Diversity ETF share count unchanged in Q2 2026.
State Street SPDR MSCI USA Gender Diversity ETF made up 0.17% of Mitchell Sinkler & Starr's portfolio in Q2 2026, its #114 holding.
Mitchell Sinkler & Starr first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q3 2018 and has held it in 25 quarters since.
Mitchell Sinkler & Starr's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $440K in Q4 2021.
132 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q2 2026.

Based on Mitchell Sinkler & Starr's 13F filing for Q2 2026, filed 21 Jul 2026.