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 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

AFG

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

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

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

FWM

Fingerlakes Wealth Management Ithaca, New York $186M AUM 30.5% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

CWC Advisors Lake Oswego, Oregon $225M AUM 23.94% 1-Year Est. Return

MCM

Mendel Capital Management Little Rock, Arkansas $222M AUM

MSS

Mitchell Sinkler & Starr Philadelphia, Pennsylvania $240M AUM 24.63% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

MJT & Associates Financial Advisory's SHE Position: Q2 2026 in Review

MJT & Associates Financial Advisory reduced its State Street SPDR MSCI USA Gender Diversity ETF (SHE) stake by 11% in Q2 2026, selling an estimated $17.5K and leaving 993 shares worth $153K. The position accounts for 0.1% of the portfolio, ranked #52.

MJT & Associates Financial Advisory first reported a position in SHE in Q1 2025 and has held it in 6 quarters since. 29 funds tracked by Wall St. Rank hold SHE as of Q2 2026.

MJT & Associates Financial Advisory held 993 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $153K as of Q2 2026.
MJT & Associates Financial Advisory sold 119 State Street SPDR MSCI USA Gender Diversity ETF shares in Q2 2026, an estimated $17.5K.
State Street SPDR MSCI USA Gender Diversity ETF made up 0.1% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #52 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 6 quarters since.
29 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.