Meeder Advisory Services, 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 10 quarters from 2023-12-31 to 2026-06-30, Meeder Advisory Services, Inc. opened 111 positions, added to 284, reduced 178 and sold out of 65.
- Q2 2026: Stock MMIT; Country of operation —; Class NYLI MACKAY MUN; Shares before 2,944,732.
- Q2 2026: Stock SGOV; Country of operation —; Class 0-3 MNTH TREASRY; Shares before 369,041.
- Q2 2026: Stock UITB; Country of operation —; Class CORE INTERMEDIAT; Shares before 771,328.
- Q2 2026: Stock SPDW; Country of operation —; Class STATE STREET SPD; Shares before 750,306.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1792167), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-07); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-07); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-11); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-24); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-07); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-07); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-12); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-07); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-08); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-07). 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 2022-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2026 | MMIT
NEW YORK LIFE INVTS ACTIVE E | | NYLI MACKAY MUN | 2,944,732 | 0 | -2,944,732 | $70,982,757 | $0 | -$70,982,757 | 2026-08-07 |
|---|
| Q2 2026 | SGOV
ISHARES TR | | 0-3 MNTH TREASRY | 369,041 | 0 | -369,041 | $37,147,647 | $0 | -$37,147,647 | 2026-08-07 |
|---|
| Q2 2026 | UITB
VICTORY PORTFOLIOS II | | CORE INTERMEDIAT | 771,328 | 0 | -771,328 | $36,265,511 | $0 | -$36,265,511 | 2026-08-07 |
|---|
| Q2 2026 | SPDW
SPDR INDEX SHS FDS | | STATE STREET SPD | 750,306 | 0 | -750,306 | $34,251,458 | $0 | -$34,251,458 | 2026-08-07 |
|---|
| Q2 2026 | SPEM
SPDR INDEX SHS FDS | | STATE STREET SPD | 486,722 | 0 | -486,722 | $22,832,142 | $0 | -$22,832,142 | 2026-08-07 |
|---|
| Q2 2026 | MEAR
ISHARES U S ETF TR | | SHORT MATURITY M | 42,722 | 0 | -42,722 | $2,150,625 | $0 | -$2,150,625 | 2026-08-07 |
|---|
| Q2 2026 | DFAC
DIMENSIONAL ETF TRUST | | US CORE EQUITY 2 | 17,047 | 0 | -17,047 | $662,446 | $0 | -$662,446 | 2026-08-07 |
|---|
| Q2 2026 | SPYM
SPDR SERIES TRUST | United States | STATE STREET SPD | 6,198 | 0 | -6,198 | $474,395 | $0 | -$474,395 | 2026-08-07 |
|---|
| Q2 2026 | XLK
SELECT SECTOR SPDR TR | | STATE STREET TEC | 3,566 | 0 | -3,566 | $473,921 | $0 | -$473,921 | 2026-08-07 |
|---|
| Q2 2026 | CGGO
CAPITAL GROUP GBL GROWTH EQT | | SHS CREATION UNI | 9,591 | 0 | -9,591 | $320,052 | $0 | -$320,052 | 2026-08-07 |
|---|
| Q2 2026 | SPYD
SPDR SERIES TRUST | | STATE STREET SPD | 6,581 | 0 | -6,581 | $299,567 | $0 | -$299,567 | 2026-08-07 |
|---|
| Q2 2026 | FTNJ
PUTNAM ETF TRUST | | FRANKLIN NEW JER | 27,655 | 0 | -27,655 | $240,599 | $0 | -$240,599 | 2026-08-07 |
|---|
| Q2 2026 | SPYG
SPDR SERIES TRUST | | STATE STREET SPD | 2,148 | 0 | -2,148 | $210,275 | $0 | -$210,275 | 2026-08-07 |
|---|
| Q2 2026 | ETG
EATON VANCE TX ADV GLBL DIV | | COM | 9,957 | 0 | -9,957 | $200,335 | $0 | -$200,335 | 2026-08-07 |
|---|
| Q1 2026 | SPDW
SPDR INDEX SHS FDS | | PORTFOLIO DEVLPD | 780,026 | 0 | -780,026 | $34,640,944 | $0 | -$34,640,944 | 2026-05-07 |
|---|
| Q1 2026 | SPEM
SPDR INDEX SHS FDS | | PORTFOLIO EMG MK | 506,890 | 0 | -506,890 | $23,727,535 | $0 | -$23,727,535 | 2026-05-07 |
|---|
| Q1 2026 | SCMB
SCHWAB STRATEGIC TR | | MUN BD ETF | 31,160 | 0 | -31,160 | $802,682 | $0 | -$802,682 | 2026-05-07 |
|---|
| Q1 2026 | DVY
ISHARES TR | | SELECT DIVID ETF | 2,035 | 0 | -2,035 | $287,258 | $0 | -$287,258 | 2026-05-07 |
|---|
| Q1 2026 | QQQM
INVESCO EXCH TRADED FD TR II | | NASDAQ 100 ETF | 1,109 | 0 | -1,109 | $280,488 | $0 | -$280,488 | 2026-05-07 |
|---|
| Q1 2026 | FEX
FIRST TR EXCHANGE-TRADED ALP | | COM SHS | 1,765 | 0 | -1,765 | $209,358 | $0 | -$209,358 | 2026-05-07 |
|---|
| Q1 2026 | SCZ
ISHARES TR | | EAFE SML CP ETF | 2,664 | 0 | -2,664 | $206,540 | $0 | -$206,540 | 2026-05-07 |
|---|
| Q1 2026 | FNX
FIRST TR EXCHANGE-TRADED ALP | | COM SHS | 1,599 | 0 | -1,599 | $201,435 | $0 | -$201,435 | 2026-05-07 |
|---|
| Q4 2025 | SPYM
SPDR SERIES TRUST | United States | PORTFOLIO S&P500 | 7,999 | 0 | -7,999 | $626,642 | $0 | -$626,642 | 2026-02-11 |
|---|
| Q4 2025 | XLK
SELECT SECTOR SPDR TR | | TECHNOLOGY | 1,764 | 0 | -1,764 | $497,201 | $0 | -$497,201 | 2026-02-11 |
|---|
| Q3 2025 | BIV
VANGUARD BD INDEX FDS | | INTERMED TERM | 14,362 | 0 | -14,362 | $1,110,757 | $0 | -$1,110,757 | 2025-10-24 |
|---|
| Q3 2025 | BND
VANGUARD BD INDEX FDS | | TOTAL BND MRKT | 14,926 | 0 | -14,926 | $1,099,001 | $0 | -$1,099,001 | 2025-10-24 |
|---|
| Q3 2025 | IJH
ISHARES TR | | CORE S&P MCP ETF | 5,553 | 0 | -5,553 | $344,397 | $0 | -$344,397 | 2025-10-24 |
|---|
| Q3 2025 | FSCO
FS CREDIT OPPORTUNITIES CORP | | COMMON STOCK | 39,540 | 0 | -39,540 | $287,060 | $0 | -$287,060 | 2025-10-24 |
|---|
| Q3 2025 | SPHQ
INVESCO EXCHANGE TRADED FD T | | S&P500 QUALITY | 3,137 | 0 | -3,137 | $223,543 | $0 | -$223,543 | 2025-10-24 |
|---|
| Q2 2025 | HYMB
SPDR SER TR | | NUVEEN BLOOMBERG | 439,406 | 0 | -439,406 | $11,081,822 | $0 | -$11,081,822 | 2025-08-07 |
|---|
| Q2 2025 | PZA
INVESCO EXCH TRADED FD TR II | | NATL AMT MUNI | 239,137 | 0 | -239,137 | $5,509,714 | $0 | -$5,509,714 | 2025-08-07 |
|---|
| Q2 2025 | LQD
ISHARES TR | | IBOXX INV CP ETF | 34,199 | 0 | -34,199 | $3,717,043 | $0 | -$3,717,043 | 2025-08-07 |
|---|
| Q2 2025 | MUB
ISHARES TR | | NATIONAL MUN ETF | 26,357 | 0 | -26,357 | $2,779,082 | $0 | -$2,779,082 | 2025-08-07 |
|---|
| Q2 2025 | VTEB
VANGUARD MUN BD FDS | | TAX EXEMPT BD | 55,820 | 0 | -55,820 | $2,769,788 | $0 | -$2,769,788 | 2025-08-07 |
|---|
| Q2 2025 | XLF
SELECT SECTOR SPDR TR | | FINANCIAL | 8,577 | 0 | -8,577 | $427,220 | $0 | -$427,220 | 2025-08-07 |
|---|
| Q2 2025 | VOE
VANGUARD INDEX FDS | | MCAP VL IDXVIP | 2,311 | 0 | -2,311 | $371,008 | $0 | -$371,008 | 2025-08-07 |
|---|
| Q2 2025 | FMB
FIRST TR EXCH TRADED FD III | | MANAGD MUN ETF | 7,081 | 0 | -7,081 | $357,040 | $0 | -$357,040 | 2025-08-07 |
|---|
| Q2 2025 | OMFL
INVESCO EXCH TRD SLF IDX FD | | RUSL 1000 DYNM | 4,863 | 0 | -4,863 | $259,247 | $0 | -$259,247 | 2025-08-07 |
|---|
| Q2 2025 | QUAL
ISHARES TR | | MSCI USA QLT FCT | 1,490 | 0 | -1,490 | $254,626 | $0 | -$254,626 | 2025-08-07 |
|---|
| Q2 2025 | VBK
VANGUARD INDEX FDS | | SML CP GRW ETF | 976 | 0 | -976 | $245,728 | $0 | -$245,728 | 2025-08-07 |
|---|
| Q2 2025 | SPYG
SPDR SER TR | | PRTFLO S&P500 GW | 2,912 | 0 | -2,912 | $234,008 | $0 | -$234,008 | 2025-08-07 |
|---|
| Q1 2025 | SPYD
SPDR SER TR | | PRTFLO S&P500 HI | 18,597 | 0 | -18,597 | $804,134 | $0 | -$804,134 | 2025-05-07 |
|---|
| Q1 2025 | ILTB
ISHARES TR | | CORE LT USDB ETF | 9,150 | 0 | -9,150 | $445,148 | $0 | -$445,148 | 2025-05-07 |
|---|
| Q1 2025 | SCHD
SCHWAB STRATEGIC TR | | US DIVIDEND EQ | 14,172 | 0 | -14,172 | $387,179 | $0 | -$387,179 | 2025-05-07 |
|---|
| Q1 2025 | VIG
VANGUARD SPECIALIZED FUNDS | | DIV APP ETF | 1,633 | 0 | -1,633 | $319,790 | $0 | -$319,790 | 2025-05-07 |
|---|
| Q1 2025 | ITOT
ISHARES TR | | CORE S&P TTL STK | 2,176 | 0 | -2,176 | $279,877 | $0 | -$279,877 | 2025-05-07 |
|---|
| Q1 2025 | MDY
SPDR S&P MIDCAP 400 ETF TR | | UTSER1 S&PDCRP | 455 | 0 | -455 | $259,159 | $0 | -$259,159 | 2025-05-07 |
|---|
| Q1 2025 | VYM
VANGUARD WHITEHALL FDS | | HIGH DIV YLD | 1,985 | 0 | -1,985 | $253,310 | $0 | -$253,310 | 2025-05-07 |
|---|
| Q1 2025 | IWM
ISHARES TR | | RUSSELL 2000 ETF | 979 | 0 | -979 | $216,225 | $0 | -$216,225 | 2025-05-07 |
|---|
| Q1 2025 | IYW
ISHARES TR | | U.S. TECH ETF | 1,304 | 0 | -1,304 | $208,014 | $0 | -$208,014 | 2025-05-07 |
|---|
| Q1 2025 | CALY
TOPGOLF CALLAWAY BRANDS CORP | | COM | 10,107 | 0 | -10,107 | $79,441 | $0 | -$79,441 | 2025-05-07 |
|---|
| Q4 2024 | XLRE
SELECT SECTOR SPDR TR | | RL EST SEL SEC | 22,860 | 0 | -22,860 | $1,021,156 | $0 | -$1,021,156 | 2025-02-12 |
|---|
| Q4 2024 | IVE
ISHARES TR | | S&P 500 VAL ETF | 1,342 | 0 | -1,342 | $264,622 | $0 | -$264,622 | 2025-02-12 |
|---|
| Q4 2024 | GDX
VANECK ETF TRUST | | GOLD MINERS ETF | 5,814 | 0 | -5,814 | $231,513 | $0 | -$231,513 | 2025-02-12 |
|---|
| Q4 2024 | SPYV
SPDR SER TR | | PRTFLO S&P500 VL | 4,194 | 0 | -4,194 | $221,695 | $0 | -$221,695 | 2025-02-12 |
|---|
| Q4 2024 | PPT
PUTNAM PREMIER INCOME TR | | SH BEN INT | 20,826 | 0 | -20,826 | $77,681 | $0 | -$77,681 | 2025-02-12 |
|---|
| Q3 2024 | JEPI
J P MORGAN EXCHANGE TRADED F | | EQUITY PREMIUM | 73,046 | 0 | -73,046 | $4,140,247 | $0 | -$4,140,247 | 2024-11-07 |
|---|
| Q3 2024 | IJH
ISHARES TR | | CORE S&P MCP ETF | 3,946 | 0 | -3,946 | $230,920 | $0 | -$230,920 | 2024-11-07 |
|---|
| Q2 2024 | JQUA
J P MORGAN EXCHANGE TRADED F | | US QUALTY FCTR | 6,825 | 0 | -6,825 | $360,838 | $0 | -$360,838 | 2024-08-08 |
|---|
| Q2 2024 | IWS
ISHARES TR | | RUS MDCP VAL ETF | 2,381 | 0 | -2,381 | $298,362 | $0 | -$298,362 | 2024-08-08 |
|---|
| Q2 2024 | QDEF
FLEXSHARES TR | | QLT DIV DEF IDX | 3,210 | 0 | -3,210 | $206,112 | $0 | -$206,112 | 2024-08-08 |
|---|
| Q1 2024 | QQQ
INVESCO QQQ TR | | UNIT SER 1 | 1,340 | 0 | -1,340 | $548,849 | $0 | -$548,849 | 2024-05-07 |
|---|
| Q1 2024 | SDY
SPDR SER TR | | S&P DIVID ETF | 3,245 | 0 | -3,245 | $405,518 | $0 | -$405,518 | 2024-05-07 |
|---|
| Q1 2024 | SGOV
ISHARES TR | | 0-3 MNTH TREASRY | 3,933 | 0 | -3,933 | $394,362 | $0 | -$394,362 | 2024-05-07 |
|---|
| Q1 2024 | ITOT
ISHARES TR | | CORE S&P TTL STK | 3,667 | 0 | -3,667 | $385,878 | $0 | -$385,878 | 2024-05-07 |
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