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

Traphagen 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 		$321K Buy
2,080
+4
+0.2% +$588 0.02% 160
2026
Q1 		$265K Sell
2,076
-25
-1% -$3.33K 0.02% 170
2025
Q4 		$278K Buy
2,101
+4
+0.2% +$520 0.02% 164
2025
Q3 		$267K Sell
2,097
-11
-0.5% -$1.38K 0.02% 159
2025
Q2 		$263K Sell
2,108
-193
-8% -$22.5K 0.02% 156
2025
Q1 		$263K Sell
2,301
-92
-4% -$10.9K 0.03% 149
2024
Q4 		$277K Sell
2,393
-35
-1% -$4.11K 0.03% 141
2024
Q3 		$276K Buy
2,428
+4
+0.2% +$441 0.03% 141
2024
Q2 		$264K Sell
2,424
-242
-9% -$25.4K 0.03% 137
2024
Q1 		$282K Buy
2,666
+2
+0.1% +$201 0.03% 139
2023
Q4 		$253K Buy
2,664
+46
+2% +$4.09K 0.03% 147
2023
Q3 		$223K Sell
2,618
-744
-22% -$65.9K 0.03% 143
2023
Q2 		$296K Sell
3,362
-262
-7% -$22.1K 0.04% 122
2023
Q1 		$300K Sell
3,624
-2
-0.1% -$163 0.04% 121
2022
Q4 		$286K Buy
3,626
+597
+20% +$47.1K 0.04% 120
2022
Q3 		$220K Buy
+3,029
New +$242K 0.04% 128
2022
Q2 		– Sell
-2,271
Closed -$210K – 136
2022
Q1 		$210K Buy
+2,271
New +$210K 0.03% 131

Other funds holding SHE

RCG
Rock Creek Group Washington, District of Columbia $994M AUM 11.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
BIA
Bell Investment Advisors Oakland, California $681M AUM 18.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Traphagen Investment Advisors's SHE Position: Q2 2026 in Review

Traphagen Investment Advisors increased its State Street SPDR MSCI USA Gender Diversity ETF (SHE) stake by 0.19% in Q2 2026, buying an estimated $588 and bringing the position to 2,080 shares worth $321K. The position accounts for 0.02% of the portfolio, ranked #160.

Traphagen Investment Advisors first reported a position in SHE in Q1 2022 and has held it in 17 quarters since. 75 funds tracked by Wall St. Rank hold SHE as of Q2 2026.

  • Traphagen Investment Advisors held 2,080 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $321K as of Q2 2026.
  • Traphagen Investment Advisors bought 4 State Street SPDR MSCI USA Gender Diversity ETF shares in Q2 2026, an estimated $588.
  • State Street SPDR MSCI USA Gender Diversity ETF made up 0.02% of Traphagen Investment Advisors's portfolio in Q2 2026, its #160 holding.
  • Traphagen Investment Advisors first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q1 2022 and has held it in 17 quarters since.
  • 75 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q2 2026.

Based on Traphagen Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.