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MJT & Associates Financial Advisory’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

MJT & Associates Financial Advisory’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
Q3 		$162K Buy
1,028
+35
+4% +$5.49K 0.1% 40
2026
Q2 		$153K Sell
993
-119
-11% -$17.5K 0.1% 52
2026
Q1 		$142K Buy
1,112
+1
+0.1% +$133 0.1% 52
2025
Q4 		$147K Hold
1,111
– – 0.11% 48
2025
Q3 		$142K Buy
1,111
+49
+5% +$6.14K 0.12% 47
2025
Q2 		$133K Sell
1,062
-201
-16% -$23.4K 0.16% 61
2025
Q1 		$144K Buy
+1,263
New +$149K 0.14% 62

Other funds holding SHE

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
SA
Sincerus Advisory New York $153M AUM 15.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MJT & Associates Financial Advisory's SHE Position: Q3 2026 in Review

MJT & Associates Financial Advisory increased its State Street SPDR MSCI USA Gender Diversity ETF (SHE) stake by 3.5% in Q3 2026, buying an estimated $5.49K and bringing the position to 1,028 shares worth $162K. The position accounts for 0.1% of the portfolio, ranked #40.

MJT & Associates Financial Advisory first reported a position in SHE in Q1 2025 and has held it in 7 quarters since. 5 funds tracked by Wall St. Rank hold SHE as of Q3 2026.

  • MJT & Associates Financial Advisory held 1,028 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $162K as of Q3 2026.
  • MJT & Associates Financial Advisory bought 35 State Street SPDR MSCI USA Gender Diversity ETF shares in Q3 2026, an estimated $5.49K.
  • State Street SPDR MSCI USA Gender Diversity ETF made up 0.1% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #40 holding.
  • MJT & Associates Financial Advisory first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q1 2025 and has held it in 7 quarters since.
  • 5 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.