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Maxele Advisors, LLC Last Quarter Change: USA ETF, Unchanged

Maxele Advisors, LLC quarter change: USA ETF, Unchanged

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2025-12-31 to 2026-06-30, Maxele Advisors, LLC opened 10 positions, added to 24, reduced 20, sold out of 8 and left 4 unchanged. The largest increase in value was XLI (+$5,167,997); the largest decrease was XLI (-$4,365,718).

  • MDY: Country of operation —; Class UTSER1 S&PDCRP; Shares 2025-12-31 758; Shares 2026-06-30 758.
  • IVW: Country of operation —; Class S&P 500 GRWT ETF; Shares 2025-12-31 1,715; Shares 2026-06-30 1,715.
  • BSV: Country of operation —; Class SHORT TRM BOND; Shares 2025-12-31 3,600; Shares 2026-06-30 3,600.
  • VGSH: Country of operation —; Class SHORT TERM TREAS; Shares 2025-12-31 4,325; Shares 2026-06-30 4,325.

Two Form 13F-HR filings compared (SEC CIK 2096567): 2025-12-31 (filed 2026-02-05) and 2026-06-30 (filed 2026-08-17). 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.

StockCountry of operationClassShares 2025-12-31Shares 2026-06-30Share changeValue 2025-12-31Value 2026-06-30Value change
MDY
STATE STR SPDR S&P MIDCAP 40
UTSER1 S&PDCRP7587580$457,286$533,132+$75,846
IVW
ISHARES TR
S&P 500 GRWT ETF1,7151,7150$211,391$235,864+$24,473
BSV
VANGUARD BD INDEX FDS
SHORT TRM BOND3,6003,6000$283,716$280,476-$3,240
VGSH
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS4,3254,3250$254,007$251,715-$2,292

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