Sincerus Advisory’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Sincerus 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	$248K	Sell	1,608 -116	-7%	-$17.1K	0.17%	72
2026 Q1	$220K	Buy	1,724 +150	+10%	+$20K	0.17%	73
2025 Q4	$208K	Buy	1,574 +3	+0.2%	+$390	0.17%	72
2025 Q3	$200K	Sell	1,571 -16	-1%	-$2K	0.17%	70
2025 Q2	$201K	Buy	+1,587	New	+$185K	0.19%	66

Other funds holding SHE

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

DAS

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

TIA

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

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return

Winter & Associates St. Paul, Minnesota $133M AUM

Evanson Financial Mclean, Virginia $2.04B AUM

MAFA

MJT & Associates Financial Advisory Monteviceo, Minnesota $151M AUM 22.54% 1-Year Est. Return

VWM

Vermillion Wealth Management Rosemount, Minnesota $427M AUM 12.63% 1-Year Est. Return

MCRM

Midway Capital Research & Management Chicago, Illinois $126M AUM

Sincerus Advisory's SHE Position: Q2 2026 in Review

Sincerus Advisory reduced its State Street SPDR MSCI USA Gender Diversity ETF (SHE) stake by 6.7% in Q2 2026, selling an estimated $17.1K and leaving 1,608 shares worth $248K. The position accounts for 0.17% of the portfolio, ranked #72.

Sincerus Advisory first reported a position in SHE in Q2 2025 and has held it in 5 quarters since. 14 funds tracked by Wall St. Rank hold SHE as of Q2 2026.

Sincerus Advisory held 1,608 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $248K as of Q2 2026.
Sincerus Advisory sold 116 State Street SPDR MSCI USA Gender Diversity ETF shares in Q2 2026, an estimated $17.1K.
State Street SPDR MSCI USA Gender Diversity ETF made up 0.17% of Sincerus Advisory's portfolio in Q2 2026, its #72 holding.
Sincerus Advisory first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q2 2025 and has held it in 5 quarters since.
14 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q2 2026.

Based on Sincerus Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.