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Hartford Financial Management Inc. Historic Quarter Change: USA ETF, New

Hartford Financial Management Inc. historic quarter change: USA ETF, New

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 23 quarters from 2013-06-30 to 2026-06-30, Hartford Financial Management Inc. opened 153 positions, added to 196, reduced 175 and sold out of 132.

  • Q2 2026: Stock JTEK; Country of operation —; Class U S TEC LEA ETF; Shares before 0.
  • Q2 2026: Stock QLTI; Country of operation —; Class INTL QUALITY ETF; Shares before 0.
  • Q2 2026: Stock QLTY; Country of operation —; Class US QUALITY ETF; Shares before 0.
  • Q2 2026: Stock XLY; Country of operation —; Class ST STR DISCR ETF; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1352526), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-24); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-16); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-21); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-28); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-31); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-21); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-23); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-28); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-09); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-24); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-10-25); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-07-15); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-04-20); 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 2015-07-07); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-04-13); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-09); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-10-29); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-05); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-07); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-01-31); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-10-30). 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 2005-12-31. 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).

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026JTEK
J P MORGAN EXCHANGE TRADED F
U S TEC LEA ETF069,188+69,188$0$7,718,033+$7,718,0332026-07-24
Q2 2026QLTI
GMO ETF TRUST
INTL QUALITY ETF0259,532+259,532$0$7,015,644+$7,015,6442026-07-24
Q2 2026QLTY
GMO ETF TRUST
US QUALITY ETF0142,248+142,248$0$5,920,362+$5,920,3622026-07-24
Q2 2026XLY
SELECT SECTOR SPDR TR
ST STR DISCR ETF047,270+47,270$0$5,543,826+$5,543,8262026-07-24
Q2 2026SPYM
SPDR SERIES TRUST
United StatesST STR P500ETF020,625+20,625$0$1,812,525+$1,812,5252026-07-24
Q2 2026XLF
SELECT SECTOR SPDR TR
ST STR FINL ETF02,789+2,789$0$149,519+$149,5192026-07-24
Q2 2026IYC
ISHARES TR
US CONSUM DISCRE01,245+1,245$0$125,870+$125,8702026-07-24
Q2 2026IWP
ISHARES TR
RUS MD CP GR ETF0665+665$0$97,363+$97,3632026-07-24
Q2 2026XBI
SPDR SERIES TRUST
ST STR SP BIOT0455+455$0$72,004+$72,0042026-07-24
Q2 2026VIG
VANGUARD SPECIALIZED FUNDS
DIV APP ETF0215+215$0$50,874+$50,8742026-07-24
Q2 2026GVI
ISHARES TR
INTRM GOV CR ETF0469+469$0$49,759+$49,7592026-07-24
Q2 2026IEF
ISHARES TR
7-10 YR TRSY BD0521+521$0$49,271+$49,2712026-07-24
Q2 2026XLE
SELECT SECTOR SPDR TR
ST STR ENERG ETF0570+570$0$30,273+$30,2732026-07-24
Q2 2026SRVR
PACER FDS TR
DATA AND INFRAST0952+952$0$30,246+$30,2462026-07-24
Q2 2026SPYV
SPDR SERIES TRUST
ST STR P500VAL0420+420$0$25,532+$25,5322026-07-24
Q2 2026XCEM
COLUMBIA ETF TR II
EM CORE EX ETF0426+426$0$22,527+$22,5272026-07-24
Q2 2026IEI
ISHARES TR
3 7 YR TREAS BD0132+132$0$15,504+$15,5042026-07-24
Q2 2026IYJ
ISHARES TR
US INDUSTRIALS089+89$0$14,832+$14,8322026-07-24
Q2 2026QTUM
ETF SER SOLUTIONS
DEFIA QUANT ETF066+66$0$10,916+$10,9162026-07-24
Q2 2026AIVL
WISDOMTREE TR
US AI ENHANCED054+54$0$7,082+$7,0822026-07-24

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