Simon Quick Advisors’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Simon Quick 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	$463K	Hold	3,000	–	–	0.02%	279
2026 Q1	$383K	Hold	3,000	–	–	0.02%	276
2025 Q4	$396K	Hold	3,000	–	–	0.02%	277
2025 Q3	$382K	Hold	3,000	–	–	0.02%	296
2025 Q2	$374K	Hold	3,000	–	–	0.02%	275
2025 Q1	$342K	Hold	3,000	–	–	0.02%	402
2024 Q4	$347K	Hold	3,000	–	–	0.02%	333
2024 Q3	$341K	Hold	3,000	–	–	0.02%	294
2024 Q2	$326K	Hold	3,000	–	–	0.02%	274
2024 Q1	$318K	Hold	3,000	–	–	0.02%	281
2023 Q4	$285K	Hold	3,000	–	–	0.03%	253
2023 Q3	$255K	Hold	3,000	–	–	0.02%	261
2023 Q2	$264K	Hold	3,000	–	–	0.02%	229
2023 Q1	$249K	Hold	3,000	–	–	0.03%	235
2022 Q4	$236K	Hold	3,000	–	–	0.03%	207
2022 Q3	$218K	Hold	3,000	–	–	0.03%	179
2022 Q2	$250K	Buy	3,000 +1,500	+100%	+$124K	0.03%	149
2022 Q1	$138K	Hold	1,500	–	–	0.04%	124
2021 Q4	$153K	Sell	1,500 -1,500	-50%	-$156K	0.04%	131
2021 Q3	$302K	Hold	3,000	–	–	0.08%	99
2021 Q2	$304K	Hold	3,000	–	–	0.08%	89
2021 Q1	$284K	Hold	3,000	–	–	0.08%	85
2020 Q4	$269K	Buy	3,000 +1,500	+100%	+$124K	0.08%	89
2020 Q3	$115K	Hold	1,500	–	–	0.03%	122
2020 Q2	$107K	Hold	1,500	–	–	0.04%	118
2020 Q1	$89K	Hold	1,500	–	–	0.03%	127
2019 Q4	$116K	Hold	1,500	–	–	0.04%	130
2019 Q3	$110K	Buy	+1,500	New	+$111K	0.05%	110
2019 Q2	–	Sell	-1,500	Closed	-$107K	–	577
2019 Q1	$107K	Hold	1,500	–	–	0.04%	111
2018 Q4	$96K	Hold	1,500	–	–	0.03%	116
2018 Q3	$115K	Sell	1,500 -1,500	-50%	-$113K	0.05%	104
2018 Q2	$217K	Buy	+3,000	New	+$215K	0.09%	68
2018 Q1	–	Sell	-3,000	Closed	-$222K	–	405
2017 Q4	$222K	Hold	3,000	–	–	0.1%	90
2017 Q3	$209K	Buy	3,000 +1,500	+100%	+$102K	0.08%	127
2017 Q2	$101K	Buy	+1,500	New	+$99.4K	0.06%	90

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

SSCA

South Shore Capital Advisors Cohasset, Massachusetts $149M AUM

FWM

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

Simon Quick Advisors's SHE Position: Q2 2026 in Review

Simon Quick Advisors held its State Street SPDR MSCI USA Gender Diversity ETF (SHE) position steady in Q2 2026 at 3,000 shares worth $463K. The position accounts for 0.02% of the portfolio, ranked #279.

Simon Quick Advisors first reported a position in SHE in Q2 2017 and has held it in 35 quarters since. 47 funds tracked by Wall St. Rank hold SHE as of Q2 2026.

Simon Quick Advisors held 3,000 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $463K as of Q2 2026.
Simon Quick Advisors 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 0.02% of Simon Quick Advisors's portfolio in Q2 2026, its #279 holding.
Simon Quick Advisors first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q2 2017 and has held it in 35 quarters since.
47 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.