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Wilmington Savings Fund Society’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Wilmington Savings Fund Society’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 		$879K Sell
5,692
-381
-6% -$56K 0.02% 334
2026
Q1 		$776K Buy
6,073
+15
+0.2% +$2K 0.02% 342
2025
Q4 		$800K Sell
6,058
-30
-0.5% -$3.9K 0.02% 343
2025
Q3 		$776K Hold
6,088
– – 0.02% 342
2025
Q2 		$760K Sell
6,088
-4
-0.1% -$466 0.01% 482
2025
Q1 		$695K Sell
6,092
-2,353
-28% -$278K 0.01% 498
2024
Q4 		$978K Hold
8,445
– – 0.02% 427
2024
Q3 		$959K Sell
8,445
-154
-2% -$17K 0.02% 434
2024
Q2 		$935K Sell
8,599
-505
-6% -$53K 0.04% 212
2024
Q1 		$964K Buy
+9,104
New +$915K 0.04% 210
2023
Q3 		$780K Buy
9,179
+1,377
+18% +$122K 0.03% 221
2023
Q2 		$687K Buy
7,802
+472
+6% +$39.8K 0.03% 243
2023
Q1 		$608K Buy
7,330
+344
+5% +$28.1K 0.03% 240
2022
Q4 		$551K Buy
6,986
+26
+0.4% +$2.05K 0.03% 246
2022
Q3 		$507K Sell
6,960
-113
-2% -$9.04K 0.02% 248
2022
Q2 		$537K Buy
+7,073
New +$586K 0.02% 246
2022
Q1 		– Sell
-2,208
Closed -$225K – 392
2021
Q4 		$225K Buy
+2,208
New +$229K 0.01% 362

Other funds holding SHE

AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LWP
Laurel Wealth Planning Edina, Minnesota $226M AUM 20.18% 1-Year Est. Return
SSCA
South Shore Capital Advisors Cohasset, Massachusetts $149M AUM
FWM
Fingerlakes Wealth Management Ithaca, New York $186M AUM 30.5% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Wilmington Savings Fund Society's SHE Position: Q2 2026 in Review

Wilmington Savings Fund Society reduced its State Street SPDR MSCI USA Gender Diversity ETF (SHE) stake by 6.3% in Q2 2026, selling an estimated $56K and leaving 5,692 shares worth $879K. The position accounts for 0.02% of the portfolio, ranked #334.

Wilmington Savings Fund Society first reported a position in SHE in Q4 2021 and has held it in 17 quarters since. The position peaked at $978K in Q4 2024. 47 funds tracked by Wall St. Rank hold SHE as of Q2 2026.

  • Wilmington Savings Fund Society held 5,692 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $879K as of Q2 2026.
  • Wilmington Savings Fund Society sold 381 State Street SPDR MSCI USA Gender Diversity ETF shares in Q2 2026, an estimated $56K.
  • State Street SPDR MSCI USA Gender Diversity ETF made up 0.02% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #334 holding.
  • Wilmington Savings Fund Society first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q4 2021 and has held it in 17 quarters since.
  • Wilmington Savings Fund Society's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $978K in Q4 2024.
  • 47 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.