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Twin Peaks Wealth Advisors’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Twin Peaks Wealth 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
2025
Q3 		– Sell
-80
Closed -$9.9K – 1765
2025
Q2 		$9.9K Buy
+80
New +$9.31K ﹤0.01% 939

Other funds holding SHE

RCG
Rock Creek Group Washington, District of Columbia $988M AUM 8.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FAFN
First Affirmative Financial Network Colorado Springs, Colorado $258M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Twin Peaks Wealth Advisors's SHE Position: Q3 2025 in Review

Twin Peaks Wealth Advisors sold out of State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q3 2025, closing a stake of 80 shares — an estimated $9.9K sold.

Twin Peaks Wealth Advisors first reported a position in SHE in Q2 2025 and held it in 1 quarter. The position peaked at $9.9K in Q2 2025. 116 funds tracked by Wall St. Rank hold SHE as of Q3 2025.

  • Twin Peaks Wealth Advisors reported no remaining State Street SPDR MSCI USA Gender Diversity ETF position as of Q3 2025 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 80 State Street SPDR MSCI USA Gender Diversity ETF shares in Q3 2025, an estimated $9.9K.
  • Twin Peaks Wealth Advisors first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q2 2025 and held it in 1 quarter.
  • Twin Peaks Wealth Advisors's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $9.9K in Q2 2025.
  • 116 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q3 2025.

Based on Twin Peaks Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.