Barry Investment Advisors, LLC historic quarter change: USA ETF, New
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 17 quarters from 2014-12-31 to 2026-06-30, Barry Investment Advisors, LLC opened 40 positions, added to 314, reduced 217 and sold out of 31.
- Q2 2026: Stock BIL; Country of operation —; Class ST STR BLO 1 ETF; Shares before 0.
- Q2 2026: Stock DFSD; Country of operation —; Class SHOR DUR FIX ETF; Shares before 0.
- Q2 2026: Stock DFAC; Country of operation —; Class US COR EQU 2 ETF; Shares before 0.
- Q2 2026: Stock XLU; Country of operation —; Class ST STR UTIL ETF; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1631639), 17 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-09); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-23); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-09); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-22); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-17); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-01); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-23); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-25); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-14); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-18); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-10-26); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-07-14); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-04-19); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-01-28); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-10-28); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-07-23); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-13). 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 2014-12-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
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| Q2 2026 | BIL
SPDR SERIES TRUST | | ST STR BLO 1 ETF | 0 | 468,582 | +468,582 | $0 | $42,940,820 | +$42,940,820 | 2026-07-09 |
|---|
| Q2 2026 | DFSD
DIMENSIONAL ETF TRUST | | SHOR DUR FIX ETF | 0 | 42,134 | +42,134 | $0 | $2,011,917 | +$2,011,917 | 2026-07-09 |
|---|
| Q2 2026 | DFAC
DIMENSIONAL ETF TRUST | | US COR EQU 2 ETF | 0 | 14,413 | +14,413 | $0 | $639,368 | +$639,368 | 2026-07-09 |
|---|
| Q2 2026 | XLU
SELECT SECTOR SPDR TR | | ST STR UTIL ETF | 0 | 10,472 | +10,472 | $0 | $474,788 | +$474,788 | 2026-07-09 |
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| Q2 2026 | SPYD
SPDR SERIES TRUST | | ST STR SP500DIV | 0 | 8,751 | +8,751 | $0 | $417,523 | +$417,523 | 2026-07-09 |
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| Q2 2026 | WTAI
WISDOMTREE TR | | ARTI INT INN FD | 0 | 5,601 | +5,601 | $0 | $265,879 | +$265,879 | 2026-07-09 |
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| Q1 2026 | ILF
ISHARES TR | | LATN AMER 40 ETF | 0 | 418,527 | +418,527 | $0 | $14,866,079 | +$14,866,079 | 2026-04-23 |
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| Q1 2026 | AVDV
AMERICAN CENTY ETF TR | | INTL SMCP VLU | 0 | 135,501 | +135,501 | $0 | $13,531,082 | +$13,531,082 | 2026-04-23 |
|---|
| Q1 2026 | VXUS
VANGUARD STAR FDS | | VG TL INTL STK F | 0 | 2,826 | +2,826 | $0 | $217,948 | +$217,948 | 2026-04-23 |
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| Q4 2025 | BIL
SPDR SERIES TRUST | | STATE STREET SPD | 0 | 330,702 | +330,702 | $0 | $30,219,556 | +$30,219,556 | 2026-02-09 |
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| Q4 2025 | SPYD
SPDR SERIES TRUST | | STATE STREET SPD | 0 | 379,329 | +379,329 | $0 | $16,405,970 | +$16,405,970 | 2026-02-09 |
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| Q4 2025 | EWJ
ISHARES INC | | MSCI JAPAN ETF | 0 | 202,282 | +202,282 | $0 | $16,332,216 | +$16,332,216 | 2026-02-09 |
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| Q4 2025 | XLU
SELECT SECTOR SPDR TR | | STATE STREET UTI | 0 | 10,936 | +10,936 | $0 | $466,840 | +$466,840 | 2026-02-09 |
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| Q3 2025 | BIL
SPDR SERIES TRUST | | BLOOMBERG 1-3 MO | 0 | 209,707 | +209,707 | $0 | $19,240,618 | +$19,240,618 | 2025-10-22 |
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| Q3 2025 | IWR
ISHARES TR | | RUS MID CAP ETF | 0 | 2,222 | +2,222 | $0 | $214,563 | +$214,563 | 2025-10-22 |
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| Q3 2025 | DXJ
WISDOMTREE TR | | JAPN HEDGE EQT | 0 | 1,602 | +1,602 | $0 | $205,113 | +$205,113 | 2025-10-22 |
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| Q4 2024 | VGLT
VANGUARD SCOTTSDALE FDS | | LONG TERM TREAS | 0 | 19,325 | +19,325 | $0 | $1,069,639 | +$1,069,639 | 2025-01-23 |
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| Q4 2024 | TLT
ISHARES TR | | 20 YR TR BD ETF | 0 | 5,011 | +5,011 | $0 | $437,607 | +$437,607 | 2025-01-23 |
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| Q3 2024 | VCRB
VANGUARD MALVERN FDS | | CORE BD ETF | 0 | 16,743 | +16,743 | $0 | $1,325,863 | +$1,325,863 | 2024-10-25 |
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| Q3 2024 | VTEB
VANGUARD MUN BD FDS | | TAX EXEMPT BD | 0 | 4,928 | +4,928 | $0 | $251,895 | +$251,895 | 2024-10-25 |
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| Q2 2024 | FNDF
SCHWAB STRATEGIC TR | | FUNDAMENTAL INTL | 0 | 718,998 | +718,998 | $0 | $25,415,477 | +$25,415,477 | 2024-08-14 |
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| Q2 2024 | PICK
ISHARES INC | | MSCI GBL ETF NEW | 0 | 24,823 | +24,823 | $0 | $1,013,524 | +$1,013,524 | 2024-08-14 |
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| Q2 2024 | SDVY
FIRST TR EXCHANGE-TRADED FD | | SMID RISNG ETF | 0 | 7,925 | +7,925 | $0 | $265,722 | +$265,722 | 2024-08-14 |
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| Q2 2024 | SGDM
SPROTT ETF TRUST | | GOLD MINERS ETF | 0 | 7,750 | +7,750 | $0 | $206,693 | +$206,693 | 2024-08-14 |
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| Q1 2024 | FDVV
FIDELITY COVINGTON TRUST | | HIGH DIVID ETF | 0 | 31,636 | +31,636 | $0 | $1,433,470 | +$1,433,470 | 2024-04-18 |
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| Q1 2024 | FBND
FIDELITY MERRIMACK STR TR | | TOTAL BD ETF | 0 | 21,480 | +21,480 | $0 | $976,910 | +$976,910 | 2024-04-18 |
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| Q1 2024 | DFAW
DIMENSIONAL ETF TRUST | | WORLD EQUITY ETF | 0 | 10,008 | +10,008 | $0 | $591,773 | +$591,773 | 2024-04-18 |
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| Q1 2024 | VIGI
VANGUARD WHITEHALL FDS | | INTL DVD ETF | 0 | 7,215 | +7,215 | $0 | $588,267 | +$588,267 | 2024-04-18 |
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| Q1 2024 | DSTL
ETF SER SOLUTIONS | | DISTILLATE US | 0 | 9,126 | +9,126 | $0 | $491,982 | +$491,982 | 2024-04-18 |
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| Q1 2024 | DFSD
DIMENSIONAL ETF TRUST | | SHORT DURATION F | 0 | 10,370 | +10,370 | $0 | $487,804 | +$487,804 | 2024-04-18 |
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| Q1 2024 | FTGS
FIRST TR EXCHANGE-TRADED FD | | GROWTH STRENGTH | 0 | 9,543 | +9,543 | $0 | $293,065 | +$293,065 | 2024-04-18 |
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| Q1 2024 | TDIV
FIRST TR EXCHANGE-TRADED FD | | NASD TECH DIV | 0 | 4,125 | +4,125 | $0 | $287,448 | +$287,448 | 2024-04-18 |
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| Q3 2016 | JOF
JAPAN SMALLER CAPTLZTN FD IN | | COM | 0 | 2,368,012 | +2,368,012 | $0 | $24,983,000 | +$24,983,000 | 2016-10-26 |
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| Q2 2016 | EPI
WISDOMTREE TR | | INDIA ERNGS FD | 0 | 439,375 | +439,375 | $0 | $8,871,000 | +$8,871,000 | 2016-07-14 |
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| Q1 2016 | WISDOMTREE CONTINUOUS COMMOD
CUSIP 97718W108 | | SHS BEN INT | 0 | 21,959 | +21,959 | $0 | $411,000 | +$411,000 | 2016-04-19 |
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| Q3 2015 | ITA
ISHARES TR | | U.S. AER&DEF ETF | 0 | 5,180 | +5,180 | $0 | $565,000 | +$565,000 | 2015-10-28 |
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| Q2 2015 | VWOB
VANGUARD WHITEHALL FDS INC | | EMERG MKT BD ETF | 0 | 169,604 | +169,604 | $0 | $0 | $0 | 2015-07-23 |
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| Q1 2015 | VTIP
VANGUARD MALVERN FDS | | STRM INFPROIDX | 0 | 499,962 | +499,962 | $0 | $24,228,000 | +$24,228,000 | 2015-05-13 |
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| Q1 2015 | ITA
ISHARES | | U.S. AER&DEF ETF | 0 | 5,180 | +5,180 | $0 | $641,000 | +$641,000 | 2015-05-13 |
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| Q1 2015 | VEA
VANGUARD TAX MANAGED INTL FD | | FTSE DEV MKT ETF | 0 | 8,679 | +8,679 | $0 | $346,000 | +$346,000 | 2015-05-13 |
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