INVESTMENT MANAGEMENT CORP /VA/ /ADV quarter change: USA ETF, Sold out
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, INVESTMENT MANAGEMENT CORP /VA/ /ADV opened 8 positions, added to 12, reduced 2, sold out of 6 and left 0 unchanged. The largest increase in value was XLI (+$7,331,765); the largest decrease was PPA (-$5,836,545).
- XLU: Country of operation —; Class STATE STREET UTI; Shares 2026-03-31 89,423; Shares 2026-06-30 0.
- XLC: Country of operation —; Class STATE STREET COM; Shares 2026-03-31 12,444; Shares 2026-06-30 0.
- XLK: Country of operation —; Class STATE STREET TEC; Shares 2026-03-31 9,532; Shares 2026-06-30 0.
- XBI: Country of operation —; Class STATE STREET SPD; Shares 2026-03-31 8,521; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 789307): 2026-03-31 (filed 2026-04-28) and 2026-06-30 (filed 2026-07-22). 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.
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