HYMAN CHARLES D Last Quarter Change: USA ETF, Reduced

HYMAN CHARLES D quarter change: USA ETF, Reduced

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).

EFG: Country of operation —; Class EAFE GRWTH ETF; Shares 2024-03-31 67,193; Shares 2024-06-30 67,088.
SPY: Country of operation —; Class TR UNIT; Shares 2024-03-31 3,777; Shares 2024-06-30 3,753.
IYW: Country of operation —; Class U.S. TECH ETF; Shares 2024-03-31 5,572; Shares 2024-06-30 5,436.
EWA: Country of operation —; Class MSCI AUST ETF; Shares 2024-03-31 65,821; Shares 2024-06-30 64,415.

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 2024-03-31	Shares 2024-06-30	Share change	Value 2024-03-31	Value 2024-06-30	Value change
EFG ISHARES TR	EAFE GRWTH ETF	67,193	67,088	-105	$5,366,000	$5,255,000	-$111,000
SPY SPDR S&P 500 ETF TR	TR UNIT	3,777	3,753	-24	$1,976,000	$2,042,000	+$66,000
IYW ISHARES TR	U.S. TECH ETF	5,572	5,436	-136	$753,000	$818,000	+$65,000
EWA ISHARES INC	MSCI AUST ETF	65,821	64,415	-1,406	$1,623,000	$1,574,000	-$49,000
XLE SELECT SECTOR SPDR TR	ENERGY	3,577	3,427	-150	$338,000	$312,000	-$26,000
AMLP ALPS ETF TR	ALERIAN MLP	15,505	14,885	-620	$736,000	$714,000	-$22,000
EEM ISHARES TR	MSCI EMG MKT ETF	8,313	8,215	-98	$341,000	$350,000	+$9,000

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