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

Hartford Financial Management Inc. 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 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 TECH LEADERS; Shares before 72,085.
  • Q2 2026: Stock QLTI; Country of operation —; Class GMO INTL QUALITY; Shares before 208,734.
  • Q2 2026: Stock QLTY; Country of operation —; Class GMO US QUALITY E; Shares before 137,840.
  • Q2 2026: Stock GSIG; Country of operation —; Class ACES INVSTMNT GR; Shares before 53,202.

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 TECH LEADERS72,0850-72,085$5,733,641$0-$5,733,6412026-07-24
Q2 2026QLTI
GMO ETF TRUST
GMO INTL QUALITY208,7340-208,734$5,212,923$0-$5,212,9232026-07-24
Q2 2026QLTY
GMO ETF TRUST
GMO US QUALITY E137,8400-137,840$4,987,052$0-$4,987,0522026-07-24
Q2 2026GSIG
GOLDMAN SACHS ETF TR
ACES INVSTMNT GR53,2020-53,202$2,521,509$0-$2,521,5092026-07-24
Q2 2026SPYM
SPDR SERIES TRUST
United StatesSTATE STREET SPD20,1060-20,106$1,538,914$0-$1,538,9142026-07-24
Q2 2026PULS
PGIM ETF TR
PGIM ULTRA SH BD17,4880-17,488$865,656$0-$865,6562026-07-24
Q2 2026XLF
SELECT SECTOR SPDR TR
STATE STREET FIN2,6000-2,600$128,362$0-$128,3622026-07-24
Q2 2026XLE
SELECT SECTOR SPDR TR
STATE STREET ENE5330-533$32,652$0-$32,6522026-07-24
Q2 2026SGVT
SCHWAB STRATEGIC TR
GOVERNMENT MONEY2590-259$26,087$0-$26,0872026-07-24
Q2 2026SPYV
SPDR SERIES TRUST
STATE STREET SPD4200-420$23,764$0-$23,7642026-07-24

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