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Winter & Associates’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Winter & Associates’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 		$291K Sell
1,884
-1,281
-40% -$188K 0.22% 66
2026
Q1 		$412K Sell
3,165
-43
-1% -$5.72K 0.36% 52
2025
Q4 		$424K Buy
+3,208
New +$417K 0.39% 51

Other funds holding SHE

RCG
Rock Creek Group Washington, District of Columbia $994M AUM 11.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Winter & Associates's SHE Position: Q2 2026 in Review

Winter & Associates reduced its State Street SPDR MSCI USA Gender Diversity ETF (SHE) stake by 40% in Q2 2026, selling an estimated $188K and leaving 1,884 shares worth $291K. The position accounts for 0.22% of the portfolio, ranked #66.

Winter & Associates first reported a position in SHE in Q4 2025 and has held it in 3 quarters since. The position peaked at $424K in Q4 2025. 132 funds tracked by Wall St. Rank hold SHE as of Q2 2026.

  • Winter & Associates held 1,884 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $291K as of Q2 2026.
  • Winter & Associates sold 1,281 State Street SPDR MSCI USA Gender Diversity ETF shares in Q2 2026, an estimated $188K.
  • State Street SPDR MSCI USA Gender Diversity ETF made up 0.22% of Winter & Associates's portfolio in Q2 2026, its #66 holding.
  • Winter & Associates first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q4 2025 and has held it in 3 quarters since.
  • Winter & Associates's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $424K in Q4 2025.
  • 132 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q2 2026.

Based on Winter & Associates's 13F filing for Q2 2026, filed 9 Jul 2026.