Exchange Capital Management, Inc. quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2025-03-31 to 2025-06-30, Exchange Capital Management, Inc. opened 2 positions, added to 39, reduced 54, sold out of 3 and left 12 unchanged. The largest increase in value was VGT (+$4,313,868); the largest decrease was BSCQ (-$2,239,995).
- BBBS: Country of operation —; Class BBB RATED 1 5 YE; Shares 2025-03-31 72,722; Shares 2025-06-30 118,577.
- MYCJ: Country of operation —; Class SPDR SSGA MY2030; Shares 2025-03-31 47,763; Shares 2025-06-30 135,739.
- MYCF: Country of operation —; Class SPDR SSGA MY2026; Shares 2025-03-31 22,682; Shares 2025-06-30 101,977.
- MYCG: Country of operation —; Class SPDR SSGA MY2027; Shares 2025-03-31 29,058; Shares 2025-06-30 104,012.
Two Form 13F-HR filings compared (SEC CIK 1317733): 2025-03-31 (filed 2025-05-01) and 2025-06-30 (filed 2025-07-21). 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; share change is the position change.
| Stock | Country of operation | Class | Shares 2025-03-31 | Shares 2025-06-30 | Share change | Value 2025-03-31 | Value 2025-06-30 | Value change |
|---|
BBBS
BONDBLOXX BBB 1 5 YR COR BND ETF | | BBB RATED 1 5 YE | 72,722 | 118,577 | +45,855 | $3,712,478 | $6,094,865 | +$2,382,387 |
|---|
MYCJ
SPDR SSGA MY2030 CORP BND ETF | | SPDR SSGA MY2030 | 47,763 | 135,739 | +87,976 | $1,175,925 | $3,378,897 | +$2,202,972 |
|---|
MYCF
SPDR SSGA MY2026 CORP BND ETF | | SPDR SSGA MY2026 | 22,682 | 101,977 | +79,295 | $568,865 | $2,558,603 | +$1,989,738 |
|---|
MYCG
SPDR SSGA MY2027 CORP BND ETF | | SPDR SSGA MY2027 | 29,058 | 104,012 | +74,954 | $724,271 | $2,601,111 | +$1,876,840 |
|---|
MYCI
SPDR SSGA MY2029 CORP BND ETF | | SPDR SSGA MY2029 | 150,332 | 213,531 | +63,199 | $3,717,710 | $5,328,666 | +$1,610,956 |
|---|
VCR
Vanguard Consumer Discretionary ETF | | CONSUM DIS ETF | 25,710 | 27,449 | +1,739 | $8,368,976 | $9,945,464 | +$1,576,488 |
|---|
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF | | PORTFOLIO S&P400 | 205,914 | 222,550 | +16,636 | $10,538,699 | $12,102,251 | +$1,563,552 |
|---|
MYCH
SPDR SSGA MY2028 CORP BND ETF | | SPDR SSGA MY2028 | 141,320 | 199,036 | +57,716 | $3,514,628 | $4,984,857 | +$1,470,229 |
|---|
VIS
Vanguard Industrials ETF | | INDUSTRIAL ETF | 34,595 | 35,523 | +928 | $8,563,992 | $9,948,946 | +$1,384,954 |
|---|
SPTM
SPDR S&P 1500 ETF | | PORTFOLI S&P1500 | 95,550 | 102,545 | +6,995 | $6,498,386 | $7,679,629 | +$1,181,243 |
|---|
HEFA
iShares Currency Hedged MSCI EAFE | | HDG MSCI EAFE | 309,169 | 325,525 | +16,356 | $11,219,738 | $12,356,924 | +$1,137,186 |
|---|
MYCN
SPDR SSGA MY2034 CORP BND ETF | | SPDR SSGA MY2034 | 94,282 | 138,616 | +44,334 | $2,287,684 | $3,405,506 | +$1,117,822 |
|---|
SPSM
SPDR S&P 600 Small Cap ETF | | PORTFOLIO S&P600 | 170,720 | 188,609 | +17,889 | $6,958,544 | $8,034,762 | +$1,076,218 |
|---|
CNRG
SPDR Kensho Clean Power ETF | | S&P KENSHO CLEAN | 28,232 | 36,344 | +8,112 | $1,421,475 | $2,159,885 | +$738,410 |
|---|
MYCK
SPDR SSGA MY2031 CORP BND ETF | | SPDR SSGA MY2031 | 29,235 | 54,542 | +25,307 | $718,012 | $1,358,794 | +$640,782 |
|---|
MYCM
SPDR SSGA MY2033 CORP BND ETF NV | | SPDR SSGA MY2033 | 41,994 | 66,095 | +24,101 | $1,023,322 | $1,633,855 | +$610,533 |
|---|
MYCL
SPDR SSGA MY2032 CORP BND ETF | | SPDR SSGA MY2032 | 36,420 | 59,411 | +22,991 | $888,058 | $1,466,252 | +$578,194 |
|---|
IHDG
WisdomTree International Hedged Quality Dividend G | | ITL HDG QTLY DIV | 67,733 | 77,675 | +9,942 | $2,939,612 | $3,499,246 | +$559,634 |
|---|
IEMG
iShares Core MSCI Emerging Markets | | CORE MSCI EMKT | 69,407 | 70,571 | +1,164 | $3,745,903 | $4,236,368 | +$490,465 |
|---|
DDLS
WisdomTree Dyn Ccy Hdgd Intl SmCp Eq ETF | | DYNAMIC INT EQ | 65,977 | 69,995 | +4,018 | $2,332,303 | $2,764,792 | +$432,489 |
|---|
VPU
Vanguard Utilities ETF | | UTILITIES ETF | 31,071 | 32,423 | +1,352 | $5,307,317 | $5,722,898 | +$415,581 |
|---|
VDC
Vanguard Consumer Staples ETF | | CONSUM STP ETF | 18,590 | 20,170 | +1,580 | $4,067,783 | $4,417,246 | +$349,463 |
|---|
MYMI
SPDR SSGA My2029 Municipal Bond ETF | | SPDR SSGA MY2029 | 11,930 | 24,170 | +12,240 | $291,721 | $589,990 | +$298,269 |
|---|
AGG
iShares Core US Aggregate Bond | | CORE US AGGBD ET | 66,240 | 68,910 | +2,670 | $6,552,509 | $6,835,921 | +$283,412 |
|---|
VHT
Vanguard Health Care ETF | | HEALTH CAR ETF | 40,351 | 44,069 | +3,718 | $10,682,208 | $10,944,213 | +$262,005 |
|---|
MYMH
SPDR SSGA MY2028 MUNI BND ETF | | SPDR SSGA MY2028 | 17,649 | 28,138 | +10,489 | $433,195 | $688,115 | +$254,920 |
|---|
DGS
WisdomTree Emerging Markets SmCp Div ETF | | EMG MKTS SMCAP | 16,103 | 18,225 | +2,122 | $777,936 | $1,006,749 | +$228,813 |
|---|
XSOE
WisdomTree EmMkts ex-Stt-Ownd EntrprsETF | | EM EX ST-OWNED | 44,010 | 45,901 | +1,891 | $1,358,592 | $1,582,672 | +$224,080 |
|---|
XTRE
BNDBLXX BLMBRG 3 YR TRG US TR ETF | | BLOOMBERG THREE | 18,477 | 22,875 | +4,398 | $915,166 | $1,138,725 | +$223,559 |
|---|
MYMJ
SPDR SSGA My2030 Municipal Bond ETF | | SPDR SSGA MY2030 | 22,640 | 31,663 | +9,023 | $555,020 | $775,110 | +$220,090 |
|---|
ICLN
iShares Global Clean Energy | | GL CLEAN ENE ETF | 52,182 | 61,183 | +9,001 | $595,918 | $802,106 | +$206,188 |
|---|
DGRE
WisdomTree Emerging Mkts Qual Div Gr ETF | | EM MKTS QTLY DIV | 35,703 | 38,909 | +3,206 | $867,940 | $1,072,724 | +$204,784 |
|---|
MYMF
SPDR SSGA MY2026 MUNI BND ETF IV | | SPDR SSGA MY2026 | 31,750 | 37,678 | +5,928 | $791,369 | $936,863 | +$145,494 |
|---|
MYMG
SPDR SSGA MY2027 MUNI BND ETF NV | | SPDR SSGA MY2027 | 29,950 | 34,988 | +5,038 | $740,364 | $860,880 | +$120,516 |
|---|
VDE
Vanguard Sector Index Fds Vanguard Energy Etf | | ENERGY ETF | 5,237 | 6,557 | +1,320 | $679,334 | $781,019 | +$101,685 |
|---|
IWF
iShares Russell 1000 Growth | | RUS 1000 GRW ETF | 610 | 653 | +43 | $220,265 | $277,251 | +$56,986 |
|---|
XLF
Financial Select Sector SPDR ETF | | SBI INT-FINL | 7,557 | 7,569 | +12 | $376,414 | $396,389 | +$19,975 |
|---|
SUB
iShares Short-Term National Muni Bond | | SHRT NAT MUN ETF | 11,395 | 11,487 | +92 | $1,203,259 | $1,221,474 | +$18,215 |
|---|
IBTK
ISHARES IBONDS DEC 2030 TRM TRSY ETF | | IBOND DEC 2030 | 15,880 | 16,239 | +359 | $312,201 | $322,182 | +$9,981 |
|---|
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