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Triumph Capital Management’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Triumph Capital Management’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 		$309 Hold
2
– – ﹤0.01% 1774
2026
Q1 		$256 Hold
2
– – ﹤0.01% 1751
2025
Q4 		$264 Buy
+2
New +$260 ﹤0.01% 1710

Other funds holding SHE

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
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
MSS
Mitchell Sinkler & Starr Philadelphia, Pennsylvania $240M AUM 24.63% 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
WA
Winter & Associates St. Paul, Minnesota $133M AUM
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Triumph Capital Management's SHE Position: Q2 2026 in Review

Triumph Capital Management held its State Street SPDR MSCI USA Gender Diversity ETF (SHE) position steady in Q2 2026 at 2 shares worth $309. The position accounts for ﹤0.01% of the portfolio, ranked #1774.

Triumph Capital Management first reported a position in SHE in Q4 2025 and has held it in 3 quarters since. 21 funds tracked by Wall St. Rank hold SHE as of Q2 2026.

  • Triumph Capital Management held 2 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $309 as of Q2 2026.
  • Triumph Capital Management 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 ﹤0.01% of Triumph Capital Management's portfolio in Q2 2026, its #1774 holding.
  • Triumph Capital Management first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q4 2025 and has held it in 3 quarters since.
  • 21 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.