Wolff Wiese Magana’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Wolff Wiese Magana’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	$1.54K	Hold	10	–	–	﹤0.01%	860
2026 Q1	$1.28K	Hold	10	–	–	﹤0.01%	841
2025 Q4	$1.32K	Buy	10 +1	+11%	+$130	﹤0.01%	813
2025 Q3	$1.15K	Buy	9 +4	+80%	+$501	﹤0.01%	836
2025 Q2	$625	Buy	+5	New	+$582	﹤0.01%	887

Other funds holding SHE

RCG

Rock Creek Group Washington, District of Columbia $994M AUM 11.29% 1-Year Est. Return

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

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

BIA

Bell Investment Advisors Oakland, California $681M AUM 18.36% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Wolff Wiese Magana's SHE Position: Q2 2026 in Review

Wolff Wiese Magana held its State Street SPDR MSCI USA Gender Diversity ETF (SHE) position steady in Q2 2026 at 10 shares worth $1.54K. The position accounts for ﹤0.01% of the portfolio, ranked #860.

Wolff Wiese Magana first reported a position in SHE in Q2 2025 and has held it in 5 quarters since. 75 funds tracked by Wall St. Rank hold SHE as of Q2 2026.

Wolff Wiese Magana held 10 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $1.54K as of Q2 2026.
Wolff Wiese Magana 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 Wolff Wiese Magana's portfolio in Q2 2026, its #860 holding.
Wolff Wiese Magana first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q2 2025 and has held it in 5 quarters since.
75 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.