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Maple Capital Management, Inc. Historic Quarter Change: USA ETF, Sold Out

Maple Capital 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, Maple Capital Management, Inc. opened 56 positions, added to 143, reduced 132 and sold out of 41.

  • Q2 2026: Stock SPYM; Country of operation United States; Class STATE STREET SPD; Shares before 38,086.
  • Q2 2026: Stock XLU; Country of operation —; Class STATE STREET UTI; Shares before 10,573.
  • Q1 2026: Stock DIA; Country of operation —; Class UT SER 1; Shares before 466.
  • Q4 2025: Stock XLU; Country of operation —; Class SBI INT-UTILS; Shares before 6,442.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1313893), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-13); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-08); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-03); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-21); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-08); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-06-16); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-05); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-21); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-30); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-09); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-15); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-12); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-13); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-16); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-16); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-14); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-04-29); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-01-29); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-10-21); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-07-23); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-04-23); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-01-27); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-10-28). 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 2006-12-31. 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 2026SPYM
SPDR SERIES TRUST
United StatesSTATE STREET SPD38,0860-38,086$2,915,102$0-$2,915,1022026-08-13
Q2 2026XLU
SELECT SECTOR SPDR TR
STATE STREET UTI10,5730-10,573$485,195$0-$485,1952026-08-13
Q1 2026DIA
SPDR DOW JONES INDL AVERAGE
UT SER 14660-466$223,946$0-$223,9462026-05-08
Q4 2025XLU
SELECT SECTOR SPDR TR
SBI INT-UTILS6,4420-6,442$561,807$0-$561,8072026-02-03
Q4 2025EFG
ISHARES TR
EAFE GRWTH ETF1,8350-1,835$208,970$0-$208,9702026-02-03
Q4 2025SCHZ
SCHWAB STRATEGIC TR
US AGGREGATE B8,8890-8,889$208,625$0-$208,6252026-02-03
Q3 2025RSP
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT2,4450-2,445$444,354$0-$444,3542025-11-21
Q3 2025IEFA
ISHARES TR
CORE MSCI EAFE2,6720-2,672$223,059$0-$223,0592025-11-21
Q2 2025VB
VANGUARD INDEX FDS
SMALL CP ETF1,8970-1,897$420,660$0-$420,6602025-08-08
Q2 2025BIL
SPDR SER TR
BLOOMBERG 1-3 MO4,4060-4,406$404,162$0-$404,1622025-08-08
Q2 2025IWM
ISHARES TR
RUSSELL 2000 ETF1,9560-1,956$390,209$0-$390,2092025-08-08
Q2 2025VEU
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US5,7160-5,716$346,733$0-$346,7332025-08-08
Q2 2025SPYG
SPDR SER TR
PRTFLO S&P500 GW3,3840-3,384$271,975$0-$271,9752025-08-08
Q2 2025SPMD
SPDR SER TR
PORTFOLIO S&P4004,7370-4,737$242,440$0-$242,4402025-08-08
Q2 2025IVW
ISHARES TR
S&P 500 GRWT ETF2,5460-2,546$236,345$0-$236,3452025-08-08
Q1 2025VEA
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT7,6680-7,668$366,670$0-$366,6702025-06-16
Q4 2024IEFA
ISHARES TR
CORE MSCI EAFE2,8260-2,826$220,569$0-$220,5692025-02-05
Q4 2024VCIT
VANGUARD SCOTTSDALE FDS
INT-TERM CORP2,4920-2,492$208,705$0-$208,7052025-02-05
Q3 2024JPST
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT INC23,4980-23,498$1,185,944$0-$1,185,9442024-10-21
Q3 2024VWO
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF7,9290-7,929$346,973$0-$346,9732024-10-21
Q3 2024IWF
ISHARES TR
RUS 1000 GRW ETF8290-829$302,179$0-$302,1792024-10-21
Q3 2024VXUS
VANGUARD STAR FDS
VG TL INTL STK F4,6640-4,664$281,239$0-$281,2392024-10-21
Q3 2024IUSB
ISHARES TR
CORE TOTAL USD4,9630-4,963$224,427$0-$224,4272024-10-21
Q3 2024IVW
ISHARES TR
S&P 500 GRWT ETF2,3810-2,381$220,338$0-$220,3382024-10-21
Q2 2024BSV
VANGUARD BD INDEX FDS
SHORT TRM BOND5,9120-5,912$453,273$0-$453,2732024-07-30
Q2 2016IWN
iShares Russell 2000 Value Ind
XTMF104,9290-104,929$9,777,000$0-$9,777,0002016-08-12
Q2 2016BSV
Vanguard Short-Term Bond Fund
XTMI9,0040-9,004$726,000$0-$726,0002016-08-12
Q2 2016EFA
iShares MSCI EAFE Index Fund
XTIF11,9780-11,978$685,000$0-$685,0002016-08-12
Q2 2016IJR
iShares S&P SmallCap 600 Index
XTMF4,0380-4,038$455,000$0-$455,0002016-08-12
Q2 2016IWD
iShares Russell 1000 Value Ind
XTMF4,2440-4,244$419,000$0-$419,0002016-08-12
Q2 2016IWM
iShares Russell 2000 Index Fun
XTMF3,1700-3,170$351,000$0-$351,0002016-08-12
Q2 2016IWR
iShares Russell Midcap Index F
XTMF2,1420-2,142$349,000$0-$349,0002016-08-12
Q2 2016TIP
iShares Barclays US TIPS Fund
XTMI2,0500-2,050$235,000$0-$235,0002016-08-12
Q2 2016VWO
Vanguard Emerging Markets
XTIF6,1790-6,179$214,000$0-$214,0002016-08-12
Q1 2016IBB
iShares Nasdaq Biotechnology I
XTMF5,4350-5,435$1,839,000$0-$1,839,0002016-05-13
Q1 2016XBI
Spdr S&P Biotech ETF
XTMF19,4600-19,460$1,366,000$0-$1,366,0002016-05-13
Q3 2015TIP
iShares Barclays US TIPS Fund
XTMI2,0500-2,050$230,000$0-$230,0002015-11-16
Q2 2015BSV
Vanguard Short-Term Bond Fund
XTMI14,8150-14,815$1,193,000$0-$1,193,0002015-08-14
Q2 2015IVV
iShares S&P 500 Index Fund
XTMF1,5000-1,500$312,000$0-$312,0002015-08-14
Q1 2015MMT
MFS Multimarket Income Trust
XTMI11,0250-11,025$72,000$0-$72,0002015-04-29
Q4 2014BND
Vanguard Total Bond Market
XTMI2,6350-2,635$216,000$0-$216,0002015-01-29

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