HYMAN CHARLES D Last Quarter Change: USA ETF, New

HYMAN CHARLES D quarter change: USA ETF, New

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2024-03-31 to 2024-06-30, HYMAN CHARLES D opened 8 positions, added to 6, reduced 7, sold out of 8 and left 21 unchanged. The largest increase in value was MDY (+$41,330,000); the largest decrease was MDY (-$42,696,000).

MDY: Country of operation —; Class UTSER1 S&PDCRP; Shares 2024-03-31 0; Shares 2024-06-30 77,241.
VOO: Country of operation —; Class S&P 500 ETF SHS; Shares 2024-03-31 0; Shares 2024-06-30 14,380.
SSO: Country of operation —; Class PSHS ULT S&P 500; Shares 2024-03-31 0; Shares 2024-06-30 24,800.
IVV: Country of operation —; Class CORE S&P500 ETF; Shares 2024-03-31 0; Shares 2024-06-30 3,108.

Two Form 13F-HR filings compared (SEC CIK 1135077): 2024-03-31 (filed 2024-05-07) and 2024-06-30 (filed 2024-07-25). 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	Class	Shares 2024-06-30	Share change	Value 2024-03-31	Value 2024-06-30	Value change
MDY SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	77,241	+77,241	$0	$41,330,000	+$41,330,000
VOO VANGUARD INDEX FDS	S&P 500 ETF SHS	14,380	+14,380	$0	$7,192,000	+$7,192,000
SSO PROSHARES TR	PSHS ULT S&P 500	24,800	+24,800	$0	$2,048,000	+$2,048,000
IVV ISHARES TR	CORE S&P500 ETF	3,108	+3,108	$0	$1,701,000	+$1,701,000
SDY SPDR SER TR	S&P DIVID ETF	2,900	+2,900	$0	$369,000	+$369,000
IJH ISHARES TR	CORE S&P MCP ETF	5,090	+5,090	$0	$298,000	+$298,000
IVE ISHARES TR	S&P 500 VAL ETF	1,150	+1,150	$0	$209,000	+$209,000
BBH VANECK ETF TRUST	BIOTECH ETF	1,200	+1,200	$0	$202,000	+$202,000

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