Grandview Asset 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, Grandview Asset Management LLC opened 60 positions, added to 158, reduced 119 and sold out of 41.
- Q2 2026: Stock XLU; Country of operation —; Class STATE STREET UTI; Shares before 55,461.
- Q2 2026: Stock KRE; Country of operation —; Class STATE STREET SPD; Shares before 26,302.
- Q2 2026: Stock XLE; Country of operation —; Class STATE STREET ENE; Shares before 27,457.
- Q2 2026: Stock TECL; Country of operation —; Class DAILY TECHNOLOGY; Shares before 15,000.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1766791), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-24); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-07); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-26); 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 2025-04-21); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-13); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-04); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-16); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-10). 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 2018-12-31.
| 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 | XLU
SELECT SECTOR SPDR TR | | STATE STREET UTI | 55,461 | 0 | -55,461 | $2,542,535 | $0 | -$2,542,535 | 2026-07-24 |
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| Q2 2026 | KRE
SPDR SERIES TRUST | | STATE STREET SPD | 26,302 | 0 | -26,302 | $1,713,584 | $0 | -$1,713,584 | 2026-07-24 |
|---|
| Q2 2026 | XLE
SELECT SECTOR SPDR TR | | STATE STREET ENE | 27,457 | 0 | -27,457 | $1,682,083 | $0 | -$1,682,083 | 2026-07-24 |
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| Q2 2026 | TECL
DIREXION SHARES ETF TRUST | | DAILY TECHNOLOGY | 15,000 | 0 | -15,000 | $1,298,250 | $0 | -$1,298,250 | 2026-07-24 |
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| Q2 2026 | XLF
SELECT SECTOR SPDR TR | | STATE STREET FIN | 7,699 | 0 | -7,699 | $380,087 | $0 | -$380,087 | 2026-07-24 |
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| Q2 2026 | SPYV
SPDR SERIES TRUST | | STATE STREET SPD | 6,182 | 0 | -6,182 | $349,769 | $0 | -$349,769 | 2026-07-24 |
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| Q2 2026 | USMV
ISHARES TR | | MSCI USA MIN VOL | 3,216 | 0 | -3,216 | $298,184 | $0 | -$298,184 | 2026-07-24 |
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| Q2 2026 | XME
SPDR SERIES TRUST | | STATE STREET SPD | 2,204 | 0 | -2,204 | $229,975 | $0 | -$229,975 | 2026-07-24 |
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| Q2 2026 | BIBL
NORTHERN LTS FD TR IV | | INSPIRE 100 ETF | 4,519 | 0 | -4,519 | $213,113 | $0 | -$213,113 | 2026-07-24 |
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| Q1 2026 | IGV
ISHARES TR | | EXPANDED TECH | 34,288 | 0 | -34,288 | $3,623,898 | $0 | -$3,623,898 | 2026-05-07 |
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| Q1 2026 | TECL
DIREXION SHS ETF TR | | DLY TECH BULL 3X | 15,000 | 0 | -15,000 | $1,762,350 | $0 | -$1,762,350 | 2026-05-07 |
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| Q1 2026 | BUG
GLOBAL X FDS | | CYBRSCURTY ETF | 24,210 | 0 | -24,210 | $737,437 | $0 | -$737,437 | 2026-05-07 |
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| Q1 2026 | SPYG
SPDR SERIES TRUST | | STATE STREET SPD | 2,293 | 0 | -2,293 | $244,682 | $0 | -$244,682 | 2026-05-07 |
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| Q1 2026 | FAS
DIREXION SHS ETF TR | | DLY FIN BULL NEW | 1,267 | 0 | -1,267 | $213,274 | $0 | -$213,274 | 2026-05-07 |
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| Q1 2026 | SPHD
INVESCO EXCH TRADED FD TR II | | S&P500 HDL VOL | 4,429 | 0 | -4,429 | $212,572 | $0 | -$212,572 | 2026-05-07 |
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| Q4 2025 | XLU
SELECT SECTOR SPDR TR | | SBI INT-UTILS | 21,961 | 0 | -21,961 | $1,915,164 | $0 | -$1,915,164 | 2026-01-26 |
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| Q4 2025 | KRE
SPDR SERIES TRUST | | S&P REGL BKG | 30,226 | 0 | -30,226 | $1,913,305 | $0 | -$1,913,305 | 2026-01-26 |
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| Q4 2025 | XLE
SELECT SECTOR SPDR TR | | ENERGY | 4,734 | 0 | -4,734 | $422,947 | $0 | -$422,947 | 2026-01-26 |
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| Q4 2025 | XLF
SELECT SECTOR SPDR TR | | FINANCIAL | 7,226 | 0 | -7,226 | $389,264 | $0 | -$389,264 | 2026-01-26 |
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| Q4 2025 | SPYV
SPDR SERIES TRUST | | PRTFLO S&P500 VL | 6,980 | 0 | -6,980 | $386,191 | $0 | -$386,191 | 2026-01-26 |
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| Q4 2025 | SPYG
SPDR SERIES TRUST | | PRTFLO S&P500 GW | 2,285 | 0 | -2,285 | $238,887 | $0 | -$238,887 | 2026-01-26 |
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| Q3 2025 | VTEB
VANGUARD MUN BD FDS | | TAX EXEMPT BD | 4,453 | 0 | -4,453 | $218 | $0 | -$218 | 2025-10-22 |
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| Q3 2025 | BLES
NORTHERN LTS FD TR IV | | INSPIRE GBL HOPE | 5,175 | 0 | -5,175 | $210 | $0 | -$210 | 2025-10-22 |
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| Q4 2024 | FAS
DIREXION SHS ETF TR | | DLY FIN BULL NEW | 2,400 | 0 | -2,400 | $311 | $0 | -$311 | 2025-01-13 |
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| Q4 2024 | VDE
VANGUARD WORLD FD | | ENERGY ETF | 1,838 | 0 | -1,838 | $225 | $0 | -$225 | 2025-01-13 |
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| Q4 2024 | BLES
NORTHERN LTS FD TR IV | | INSPIRE GBL HOPE | 5,162 | 0 | -5,162 | $204 | $0 | -$204 | 2025-01-13 |
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| Q2 2024 | VYM
VANGUARD WHITEHALL FDS | | HIGH DIV YLD | 80,608 | 0 | -80,608 | $9,753 | $0 | -$9,753 | 2024-07-16 |
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| Q2 2024 | VUG
VANGUARD INDEX FDS | | GROWTH ETF | 7,882 | 0 | -7,882 | $2,713 | $0 | -$2,713 | 2024-07-16 |
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| Q2 2024 | VO
VANGUARD INDEX FDS | | MID CAP ETF | 7,493 | 0 | -7,493 | $1,872 | $0 | -$1,872 | 2024-07-16 |
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| Q2 2024 | VTV
VANGUARD INDEX FDS | | VALUE ETF | 9,320 | 0 | -9,320 | $1,518 | $0 | -$1,518 | 2024-07-16 |
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| Q2 2024 | VB
VANGUARD INDEX FDS | | SMALL CP ETF | 6,534 | 0 | -6,534 | $1,494 | $0 | -$1,494 | 2024-07-16 |
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| Q2 2024 | VTI
VANGUARD INDEX FDS | | TOTAL STK MKT | 4,959 | 0 | -4,959 | $1,289 | $0 | -$1,289 | 2024-07-16 |
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| Q2 2024 | VV
VANGUARD INDEX FDS | | LARGE CAP ETF | 3,963 | 0 | -3,963 | $950 | $0 | -$950 | 2024-07-16 |
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| Q2 2024 | TIP
ISHARES TR | | TIPS BD ETF | 7,803 | 0 | -7,803 | $838 | $0 | -$838 | 2024-07-16 |
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| Q2 2024 | ONEQ
FIDELITY COMWLTH TR | | NASDAQ COMPSIT | 6,651 | 0 | -6,651 | $428 | $0 | -$428 | 2024-07-16 |
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| Q2 2024 | VOO
VANGUARD INDEX FDS | | S&P 500 ETF SHS | 814 | 0 | -814 | $391 | $0 | -$391 | 2024-07-16 |
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| Q2 2024 | DVY
ISHARES TR | | SELECT DIVID ETF | 3,095 | 0 | -3,095 | $381 | $0 | -$381 | 2024-07-16 |
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| Q2 2024 | SCHD
SCHWAB STRATEGIC TR | | US DIVIDEND EQ | 4,642 | 0 | -4,642 | $374 | $0 | -$374 | 2024-07-16 |
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| Q2 2024 | VIG
VANGUARD SPECIALIZED FUNDS | | DIV APP ETF | 1,621 | 0 | -1,621 | $296 | $0 | -$296 | 2024-07-16 |
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| Q2 2024 | LQD
ISHARES TR | | IBOXX INV CP ETF | 2,450 | 0 | -2,450 | $267 | $0 | -$267 | 2024-07-16 |
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| Q2 2024 | SCHG
SCHWAB STRATEGIC TR | | US LCAP GR ETF | 2,522 | 0 | -2,522 | $234 | $0 | -$234 | 2024-07-16 |
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