Mendel Money Management 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 13 quarters from 2014-09-30 to 2026-06-30, Mendel Money Management opened 19 positions, added to 113, reduced 82 and sold out of 19.
- Q2 2026: Stock SPYM; Country of operation United States; Class STATE STREET SPD; Shares before 18,210.
- Q2 2026: Stock QQQ; Country of operation —; Class UNIT SER 1; Shares before 666.
- Q2 2026: Stock VRIG; Country of operation —; Class VAR RATE INVT; Shares before 8,760.
- Q1 2026: Stock JPST; Country of operation —; Class ULTRA SHRT ETF; Shares before 7,084.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1600585), 13 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-30); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-04); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-29); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-10); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-01); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-06); 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 2024-08-13); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-02); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-07-31); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-01); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-01-30). 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 2014-09-30. Not compared, as a quarter between them is not held here yet: 2015-06-30 to 2023-12-31 (missing 2017-12-31, 2018-09-30, 2019-06-30, 2019-09-30, 2019-12-31, 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).
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