Wealth Enhancement Advisory Services’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Wealth Enhancement Advisory Services’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	$838K	Buy	5,413 +999	+23%	+$147K	﹤0.01%	2214
2026 Q1	$571K	Sell	4,414 -1,094	-20%	-$146K	﹤0.01%	2214
2025 Q4	$745K	Sell	5,508 -16	-0.3%	-$2.08K	﹤0.01%	2167
2025 Q3	$710K	Buy	5,524 +241	+5%	+$30.2K	﹤0.01%	2092
2025 Q2	$666K	Sell	5,283 -19	-0.4%	-$2.21K	﹤0.01%	2002
2025 Q1	$605K	Buy	5,302 +919	+21%	+$109K	﹤0.01%	1912
2024 Q4	$508K	Buy	4,383 +569	+15%	+$66.9K	﹤0.01%	1983
2024 Q3	$433K	Sell	3,814 -1,049	-22%	-$116K	﹤0.01%	1918
2024 Q2	$529K	Buy	4,863 +2	+0%	+$210	﹤0.01%	1616
2024 Q1	$515K	Buy	4,861 +1	+0%	+$101	﹤0.01%	1564
2023 Q4	$462K	Sell	4,860 -460	-9%	-$40.9K	﹤0.01%	1552
2023 Q3	$452K	Buy	+5,320	New	+$471K	﹤0.01%	1489
2022 Q2	–	Sell	-29,864	Closed	-$2.8M	–	365
2022 Q1	$2.8M	Buy	29,864 +3,483	+13%	+$322K	0.04%	169
2021 Q4	$2.48M	Buy	26,381 +14,307	+118%	+$1.48M	0.04%	158
2021 Q3	$1.3M	Buy	+12,074	New	+$1.25M	0.02%	185

Other funds holding SHE

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

DAS

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

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

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

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Sincerus Advisory New York $147M AUM 23.39% 1-Year Est. Return

Wealth Enhancement Advisory Services's SHE Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its State Street SPDR MSCI USA Gender Diversity ETF (SHE) stake by 23% in Q2 2026, buying an estimated $147K and bringing the position to 5,413 shares worth $838K. The position accounts for ﹤0.01% of the portfolio, ranked #2214.

Wealth Enhancement Advisory Services first reported a position in SHE in Q3 2021 and has held it in 15 quarters since. The position peaked at $2.8M in Q1 2022. 21 funds tracked by Wall St. Rank hold SHE as of Q2 2026.

Wealth Enhancement Advisory Services held 5,413 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $838K as of Q2 2026.
Wealth Enhancement Advisory Services bought 999 State Street SPDR MSCI USA Gender Diversity ETF shares in Q2 2026, an estimated $147K.
State Street SPDR MSCI USA Gender Diversity ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2214 holding.
Wealth Enhancement Advisory Services first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q3 2021 and has held it in 15 quarters since.
Wealth Enhancement Advisory Services's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $2.8M in Q1 2022.
21 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.