Churchill Financial Advisors, 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 2 quarters from 2025-12-31 to 2026-06-30, Churchill Financial Advisors, LLC opened 14 positions, added to 41, reduced 23 and sold out of 9.
- Q2 2026: Stock SPEM; Country of operation —; Class STATE STREET SPD; Shares before 97,454.
- Q2 2026: Stock SDY; Country of operation —; Class STATE STREET SPD; Shares before 9,948.
- Q2 2026: Stock XLI; Country of operation —; Class STATE STREET IND; Shares before 3,030.
- Q2 2026: Stock XLC; Country of operation —; Class STATE STREET COM; Shares before 4,185.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2095935), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-15); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-22). 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 2025-12-31.
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