HYMAN CHARLES D historic quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 15 quarters from 2013-06-30 to 2024-06-30, HYMAN CHARLES D opened 34 positions, added to 37, reduced 50 and sold out of 29.
- Q2 2024: Stock QQQ; Country of operation —; Class UNIT SER 1; Shares before 9,111.
- Q2 2024: Stock XLK; Country of operation —; Class TECHNOLOGY; Shares before 1,181.
- Q2 2024: Stock IWF; Country of operation —; Class RUS 1000 GRW ETF; Shares before 1,324.
- Q2 2024: Stock XLF; Country of operation —; Class FINANCIAL; Shares before 15,282.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1135077), 15 quarters: Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-25); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-07); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-03); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-04); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-03); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-01-29); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-10-27); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-07-24); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-04-23); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-01-30); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-10-30); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-07-29); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-05); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-06); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-04). 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 2000-12-31. 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).
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2024 | QQQ
INVESCO QQQ TR | | UNIT SER 1 | 9,111 | 10,054 | +943 | $4,045,000 | $4,817,000 | +$772,000 | 2024-07-25 |
|---|
| Q2 2024 | XLK
SELECT SECTOR SPDR TR | | TECHNOLOGY | 1,181 | 1,328 | +147 | $246,000 | $300,000 | +$54,000 | 2024-07-25 |
|---|
| Q2 2024 | IWF
ISHARES TR | | RUS 1000 GRW ETF | 1,324 | 1,327 | +3 | $446,000 | $484,000 | +$38,000 | 2024-07-25 |
|---|
| Q2 2024 | XLF
SELECT SECTOR SPDR TR | | FINANCIAL | 15,282 | 16,322 | +1,040 | $644,000 | $671,000 | +$27,000 | 2024-07-25 |
|---|
| Q2 2024 | VYM
VANGUARD WHITEHALL FDS | | HIGH DIV YLD | 4,283 | 4,286 | +3 | $518,000 | $508,000 | -$10,000 | 2024-07-25 |
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| Q2 2024 | IEFA
ISHARES TR | | CORE MSCI EAFE | 4,167 | 4,194 | +27 | $309,000 | $305,000 | -$4,000 | 2024-07-25 |
|---|
| Q1 2024 | EFG
ISHARES TR | | EAFE GRWTH ETF | 66,593 | 67,193 | +600 | $5,018,000 | $5,366,000 | +$348,000 | 2024-05-07 |
|---|
| Q1 2024 | IGV
ISHARES TR | | EXPANDED TECH | 7,389 | 36,945 | +29,556 | $2,997,000 | $3,150,000 | +$153,000 | 2024-05-07 |
|---|
| Q1 2024 | VYM
VANGUARD WHITEHALL FDS | | HIGH DIV YLD | 4,281 | 4,283 | +2 | $478,000 | $518,000 | +$40,000 | 2024-05-07 |
|---|
| Q1 2024 | VEU
VANGUARD INTL EQUITY INDEX F | | ALLWRLD EX US | 9,171 | 9,336 | +165 | $515,000 | $548,000 | +$33,000 | 2024-05-07 |
|---|
| Q3 2016 | MDY
SPDR S&P MIDCAP 400 ETF TR | | UTSER1 S&PDCRP | 66,531 | 66,561 | +30 | $18,112,000 | $18,788,000 | +$676,000 | 2016-11-03 |
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| Q3 2016 | EFG
ISHARES TR | | EAFE GRWTH ETF | 12,795 | 13,692 | +897 | $714,000 | $810,000 | +$96,000 | 2016-11-03 |
|---|
| Q3 2016 | VO
VANGUARD INDEX FDS | | MID CAP ETF | 7,650 | 7,750 | +100 | $946,000 | $1,003,000 | +$57,000 | 2016-11-03 |
|---|
| Q2 2016 | MDY
SPDR S&P MIDCAP 400 ETF TR | | UTSER1 S&PDCRP | 61,121 | 66,531 | +5,410 | $16,058,000 | $18,112,000 | +$2,054,000 | 2016-08-04 |
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| Q2 2016 | SPY
SPDR S&P 500 ETF TR | | TR UNIT | 1,201 | 1,648 | +447 | $247,000 | $345,000 | +$98,000 | 2016-08-04 |
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| Q2 2016 | VO
VANGUARD INDEX FDS | | MID CAP ETF | 7,350 | 7,650 | +300 | $891,000 | $946,000 | +$55,000 | 2016-08-04 |
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| Q4 2015 | MDY
S&P 400 MidCap SPDRs | | COM | 58,436 | 60,681 | +2,245 | $14,544,000 | $15,415,000 | +$871,000 | 2016-01-29 |
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| Q4 2015 | EFG
iShares International Index Fu | | MSCI | 13,095 | 14,795 | +1,700 | $751,000 | $869,000 | +$118,000 | 2016-01-29 |
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| Q3 2015 | VIG
Vanguard Dividend Appreciation | | COM | 2,800 | 2,833 | +33 | $220,000 | $209,000 | -$11,000 | 2015-10-27 |
|---|
| Q2 2015 | MDY
S&P 400 MidCap SPDRs | | COM | 56,211 | 58,536 | +2,325 | $15,584,000 | $15,992,000 | +$408,000 | 2015-07-24 |
|---|
| Q2 2015 | VBR
Vanguard Index Small-Cap Value | | COM | 19,575 | 20,925 | +1,350 | $2,142,000 | $2,256,000 | +$114,000 | 2015-07-24 |
|---|
| Q2 2015 | EFG
iShares International Index Fu | | MSCI | 12,595 | 13,095 | +500 | $808,000 | $831,000 | +$23,000 | 2015-07-24 |
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| Q2 2015 | SSO
Ultra S&P500 ProShares | | COM | 3,100 | 6,200 | +3,100 | $401,000 | $400,000 | -$1,000 | 2015-07-24 |
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| Q1 2015 | VBR
Vanguard Index Small-Cap Value | | COM | 19,375 | 19,575 | +200 | $2,049,000 | $2,142,000 | +$93,000 | 2015-04-23 |
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| Q1 2015 | Alerian MLP ETF
CUSIP 00162Q866 | | COM | 21,000 | 22,500 | +1,500 | $368,000 | $373,000 | +$5,000 | 2015-04-23 |
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| Q1 2015 | VIG
Vanguard Dividend Appreciation | | COM | 3,494 | 3,513 | +19 | $284,000 | $283,000 | -$1,000 | 2015-04-23 |
|---|
| Q4 2014 | MDY
S&P 400 MidCap SPDRs | | COM | 54,991 | 56,251 | +1,260 | $13,710,000 | $14,849,000 | +$1,139,000 | 2015-01-30 |
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| Q4 2014 | VIG
Vanguard Dividend Appreciation | | COM | 3,474 | 3,494 | +20 | $267,000 | $284,000 | +$17,000 | 2015-01-30 |
|---|
| Q3 2014 | MDY
S&P 400 MidCap SPDRs | | COM | 53,136 | 54,991 | +1,855 | $13,845,000 | $13,710,000 | -$135,000 | 2014-10-30 |
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| Q3 2014 | EFG
iShares International Index Fu | | MSCI | 10,920 | 13,345 | +2,425 | $747,000 | $856,000 | +$109,000 | 2014-10-30 |
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| Q3 2014 | VIG
Vanguard Dividend Appreciation | | COM | 3,457 | 3,474 | +17 | $269,000 | $267,000 | -$2,000 | 2014-10-30 |
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| Q2 2014 | EWA
iShares MSCI Australia Index | | MSCI | 222,402 | 226,977 | +4,575 | $5,754,000 | $5,931,000 | +$177,000 | 2014-07-29 |
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| Q1 2014 | VBR
Vanguard Index Small-Cap Value | | COM | 19,850 | 20,250 | +400 | $1,933,000 | $2,038,000 | +$105,000 | 2014-05-05 |
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| Q4 2013 | MDY
S&P 400 MidCap SPDRs | | COM | 53,426 | 54,286 | +860 | $12,092,000 | $13,257,000 | +$1,165,000 | 2014-02-06 |
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| Q4 2013 | VBR
Vanguard Index Small-Cap Value | | COM | 19,250 | 19,850 | +600 | $1,737,000 | $1,933,000 | +$196,000 | 2014-02-06 |
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| Q3 2013 | EWA
iShares MSCI Australia Index | | MSCI | 220,602 | 223,202 | +2,600 | $4,981,000 | $5,640,000 | +$659,000 | 2013-11-04 |
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| Q3 2013 | VBR
Vanguard Index Small-Cap Value | | COM | 18,350 | 19,250 | +900 | $1,536,000 | $1,737,000 | +$201,000 | 2013-11-04 |
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