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Mountain Capital Investment Advisors’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Mountain Capital Investment 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 		– Sell
-2,519
Closed -$357K – 101
2026
Q1 		$357K Sell
2,519
-1,148
-31% -$153K 0.05% 53
2025
Q4 		$499K Buy
3,667
+42
+1% +$5.46K 0.08% 39
2025
Q3 		$463K Buy
3,625
+82
+2% +$10.3K 0.08% 41
2025
Q2 		$443K Sell
3,543
-102
-3% -$11.9K 0.09% 32
2025
Q1 		$408K Sell
3,645
-63
-2% -$7.44K 0.09% 31
2024
Q4 		$436K Buy
3,708
+6
+0.2% +$705 0.09% 31
2024
Q3 		$443K Buy
3,702
+867
+31% +$95.5K 0.1% 31
2024
Q2 		$316K Buy
2,835
+42
+2% +$4.41K 0.08% 34
2024
Q1 		$294K Sell
2,793
-121
-4% -$12.2K 0.08% 32
2023
Q4 		$277K Buy
2,914
+327
+13% +$29K 0.09% 51
2023
Q3 		$227K Buy
2,587
+183
+8% +$16.2K 0.09% 54
2023
Q2 		$217K Buy
+2,404
New +$203K 0.08% 66

Other funds holding SHE

AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
CA
CWC Advisors Lake Oswego, Oregon $225M AUM 23.94% 1-Year Est. Return
MCM
Mendel Capital Management Little Rock, Arkansas $222M AUM
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
MSS
Mitchell Sinkler & Starr Philadelphia, Pennsylvania $240M AUM 24.63% 1-Year Est. Return

Mountain Capital Investment Advisors's SHE Position: Q2 2026 in Review

Mountain Capital Investment Advisors sold out of State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q2 2026, closing a stake of 2,519 shares — an estimated $357K sold.

Mountain Capital Investment Advisors first reported a position in SHE in Q2 2023 and held it in 12 quarters. The position peaked at $499K in Q4 2025. 34 funds tracked by Wall St. Rank hold SHE as of Q2 2026.

  • Mountain Capital Investment Advisors reported no remaining State Street SPDR MSCI USA Gender Diversity ETF position as of Q2 2026 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 2,519 State Street SPDR MSCI USA Gender Diversity ETF shares in Q2 2026, an estimated $357K.
  • Mountain Capital Investment Advisors first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q2 2023 and held it in 12 quarters.
  • Mountain Capital Investment Advisors's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $499K in Q4 2025.
  • 34 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q2 2026.

Based on Mountain Capital Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.