ANGELES WEALTH MANAGEMENT, LLC historic quarter change: USA ETF, Sold out
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, ANGELES WEALTH MANAGEMENT, LLC opened 304 positions, added to 382, reduced 289 and sold out of 203.
- Q2 2026: Stock SPYV; Country of operation —; Class STATE STREET SPD; Shares before 2,198,037.
- Q2 2026: Stock SJNK; Country of operation —; Class STATE STREET SPD; Shares before 1,088,356.
- Q2 2026: Stock XLE; Country of operation —; Class STATE STREET ENE; Shares before 19,392.
- Q2 2026: Stock NBSD; Country of operation —; Class SHORT DURATION I; Shares before 17,293.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1929170), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-28); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-06); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-17); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-12); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-29); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-07); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-28); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-29); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-07); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-08). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2022-03-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2026 | SPYV
SPDR SERIES TRUST | | STATE STREET SPD | 2,198,037 | 0 | -2,198,037 | $124,364,934 | $0 | -$124,364,934 | 2026-07-28 |
|---|
| Q2 2026 | SJNK
SPDR SERIES TRUST | | STATE STREET SPD | 1,088,356 | 0 | -1,088,356 | $27,187,141 | $0 | -$27,187,141 | 2026-07-28 |
|---|
| Q2 2026 | XLE
SELECT SECTOR SPDR TR | | STATE STREET ENE | 19,392 | 0 | -19,392 | $1,187,978 | $0 | -$1,187,978 | 2026-07-28 |
|---|
| Q2 2026 | NBSD
NEUBERGER BERMAN ETF TRUST | | SHORT DURATION I | 17,293 | 0 | -17,293 | $876,928 | $0 | -$876,928 | 2026-07-28 |
|---|
| Q2 2026 | SILJ
AMPLIFY ETF TR | | AMPLIFY JUNIOR S | 27,928 | 0 | -27,928 | $830,020 | $0 | -$830,020 | 2026-07-28 |
|---|
| Q2 2026 | SPYG
SPDR SERIES TRUST | | STATE STREET SPD | 7,354 | 0 | -7,354 | $720,060 | $0 | -$720,060 | 2026-07-28 |
|---|
| Q2 2026 | XLF
SELECT SECTOR SPDR TR | | STATE STREET FIN | 12,942 | 0 | -12,942 | $638,925 | $0 | -$638,925 | 2026-07-28 |
|---|
| Q2 2026 | SGOV
ISHARES TR | | 0-3 MNTH TREASRY | 5,762 | 0 | -5,762 | $580,003 | $0 | -$580,003 | 2026-07-28 |
|---|
| Q2 2026 | XLK
SELECT SECTOR SPDR TR | | STATE STREET TEC | 3,556 | 0 | -3,556 | $472,592 | $0 | -$472,592 | 2026-07-28 |
|---|
| Q2 2026 | SPEM
SPDR INDEX SHS FDS | | STATE STREET SPD | 9,900 | 0 | -9,900 | $464,409 | $0 | -$464,409 | 2026-07-28 |
|---|
| Q2 2026 | XLI
SELECT SECTOR SPDR TR | | STATE STREET IND | 2,868 | 0 | -2,868 | $463,842 | $0 | -$463,842 | 2026-07-28 |
|---|
| Q2 2026 | XLY
SELECT SECTOR SPDR TR | | STATE STREET CON | 3,903 | 0 | -3,903 | $425,349 | $0 | -$425,349 | 2026-07-28 |
|---|
| Q2 2026 | DUHP
DIMENSIONAL ETF TRUST | | US HIGH PROFITAB | 11,478 | 0 | -11,478 | $421,931 | $0 | -$421,931 | 2026-07-28 |
|---|
| Q2 2026 | BBCA
J P MORGAN EXCHANGE TRADED F | | BETABUILDERS CDA | 3,986 | 0 | -3,986 | $374,923 | $0 | -$374,923 | 2026-07-28 |
|---|
| Q2 2026 | DFAC
DIMENSIONAL ETF TRUST | | US CORE EQUITY 2 | 9,303 | 0 | -9,303 | $361,527 | $0 | -$361,527 | 2026-07-28 |
|---|
| Q2 2026 | DFUS
DIMENSIONAL ETF TRUST | | US EQUITY MARKET | 3,830 | 0 | -3,830 | $271,558 | $0 | -$271,558 | 2026-07-28 |
|---|
| Q2 2026 | XLV
SELECT SECTOR SPDR TR | | STATE STREET HEA | 1,708 | 0 | -1,708 | $250,410 | $0 | -$250,410 | 2026-07-28 |
|---|
| Q2 2026 | VEU
VANGUARD INTL EQUITY INDEX F | | ALLWRLD EX US | 3,213 | 0 | -3,213 | $241,296 | $0 | -$241,296 | 2026-07-28 |
|---|
| Q2 2026 | BBEU
J P MORGAN EXCHANGE TRADED F | | BETABUILDERS EUR | 3,308 | 0 | -3,308 | $239,532 | $0 | -$239,532 | 2026-07-28 |
|---|
| Q2 2026 | SPDW
SPDR INDEX SHS FDS | | STATE STREET SPD | 4,629 | 0 | -4,629 | $211,323 | $0 | -$211,323 | 2026-07-28 |
|---|
| Q2 2026 | SPTM
SPDR SERIES TRUST | | STATE STREET SPD | 2,576 | 0 | -2,576 | $203,659 | $0 | -$203,659 | 2026-07-28 |
|---|
| Q2 2026 | ULST
SSGA ACTIVE ETF TR | | STATE STREET ULT | 5,000 | 0 | -5,000 | $202,500 | $0 | -$202,500 | 2026-07-28 |
|---|
| Q2 2026 | SPYM
SPDR SERIES TRUST | United States | STATE STREET SPD | 2,284 | 0 | -2,284 | $174,779 | $0 | -$174,779 | 2026-07-28 |
|---|
| Q2 2026 | SPMD
SPDR SERIES TRUST | | STATE STREET SPD | 2,685 | 0 | -2,685 | $158,993 | $0 | -$158,993 | 2026-07-28 |
|---|
| Q2 2026 | XLP
SELECT SECTOR SPDR TR | | STATE STREET CON | 1,801 | 0 | -1,801 | $147,646 | $0 | -$147,646 | 2026-07-28 |
|---|
| Q2 2026 | FNDE
SCHWAB STRATEGIC TR | | FUNDAMENTAL EMER | 2,800 | 0 | -2,800 | $107,128 | $0 | -$107,128 | 2026-07-28 |
|---|
| Q2 2026 | USMV
ISHARES TR | | MSCI USA MIN VOL | 1,126 | 0 | -1,126 | $104,425 | $0 | -$104,425 | 2026-07-28 |
|---|
| Q2 2026 | DFSV
DIMENSIONAL ETF TRUST | | US SMALL CAP VAL | 2,900 | 0 | -2,900 | $101,608 | $0 | -$101,608 | 2026-07-28 |
|---|
| Q2 2026 | BIL
SPDR SERIES TRUST | | STATE STREET SPD | 785 | 0 | -785 | $71,937 | $0 | -$71,937 | 2026-07-28 |
|---|
| Q2 2026 | SCHK
SCHWAB STRATEGIC TR | | 1000 INDEX ETF | 2,000 | 0 | -2,000 | $62,660 | $0 | -$62,660 | 2026-07-28 |
|---|
| Q2 2026 | XLRE
SELECT SECTOR SPDR TR | | STATE STREET REA | 1,440 | 0 | -1,440 | $58,811 | $0 | -$58,811 | 2026-07-28 |
|---|
| Q2 2026 | XLU
SELECT SECTOR SPDR TR | | STATE STREET UTI | 1,200 | 0 | -1,200 | $55,068 | $0 | -$55,068 | 2026-07-28 |
|---|
| Q2 2026 | GNR
SPDR INDEX SHS FDS | | STATE STREET SPD | 625 | 0 | -625 | $46,669 | $0 | -$46,669 | 2026-07-28 |
|---|
| Q2 2026 | DFLV
DIMENSIONAL ETF TRUST | | US LARGE CAP VAL | 1,147 | 0 | -1,147 | $40,956 | $0 | -$40,956 | 2026-07-28 |
|---|
| Q2 2026 | BWX
SPDR SERIES TRUST | | BLOOMBERG INTL T | 1,180 | 0 | -1,180 | $25,901 | $0 | -$25,901 | 2026-07-28 |
|---|
| Q2 2026 | KBE
SPDR SERIES TRUST | | STATE STREET SPD | 302 | 0 | -302 | $17,967 | $0 | -$17,967 | 2026-07-28 |
|---|
| Q2 2026 | CWI
SPDR INDEX SHS FDS | | STATE STREET SPD | 305 | 0 | -305 | $11,160 | $0 | -$11,160 | 2026-07-28 |
|---|
| Q2 2026 | BBAX
J P MORGAN EXCHANGE TRADED F | | BETABUILDERS DEV | 116 | 0 | -116 | $6,897 | $0 | -$6,897 | 2026-07-28 |
|---|
| Q2 2026 | MSOS
ADVISORSHARES TR | | PURE US CANNABIS | 1,200 | 0 | -1,200 | $4,260 | $0 | -$4,260 | 2026-07-28 |
|---|
| Q2 2026 | STIP
ISHARES TR | | 0-5 YR TIPS ETF | 20 | 0 | -20 | $2,069 | $0 | -$2,069 | 2026-07-28 |
|---|
| Q2 2026 | IAGG
ISHARES TR | | CORE INTL AGGR | 41 | 0 | -41 | $2,052 | $0 | -$2,052 | 2026-07-28 |
|---|
| Q2 2026 | VPU
VANGUARD WORLD FD | | UTILITIES ETF | 7 | 0 | -7 | $1,387 | $0 | -$1,387 | 2026-07-28 |
|---|
| Q2 2026 | VDC
VANGUARD WORLD FD | | CONSUM STP ETF | 6 | 0 | -6 | $1,348 | $0 | -$1,348 | 2026-07-28 |
|---|
| Q2 2026 | GAL
SSGA ACTIVE ETF TR | | STATE STREET GLO | 5 | 0 | -5 | $248 | $0 | -$248 | 2026-07-28 |
|---|