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Meramec Financial Planners, LLC Historic Quarter Change: USA ETF, Sold Out

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Meramec Financial Planners, LLC 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 2 quarters from 2025-12-31 to 2026-06-30, Meramec Financial Planners, LLC opened 113 positions, added to 103, reduced 84 and sold out of 58.

  • Q2 2026: Stock NEAR; Country of operation —; Class SHORT DURATION B; Shares before 99,376.
  • Q2 2026: Stock XLE; Country of operation —; Class STATE STREET ENE; Shares before 18,530.
  • Q2 2026: Stock XLK; Country of operation —; Class STATE STREET TEC; Shares before 2,580.
  • Q2 2026: Stock SDY; Country of operation —; Class STATE STREET SPD; Shares before 2,203.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2100778), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-29); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-27). 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 2025-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026NEAR
ISHARES U S ETF TR		SHORT DURATION B99,3760-99,376$5,065,176$0-$5,065,1762026-07-29
Q2 2026XLE
SELECT SECTOR SPDR TR		STATE STREET ENE18,5300-18,530$1,020,462$0-$1,020,4622026-07-29
Q2 2026XLK
SELECT SECTOR SPDR TR		STATE STREET TEC2,5800-2,580$398,709$0-$398,7092026-07-29
Q2 2026SDY
SPDR SERIES TRUST		STATE STREET SPD2,2030-2,203$328,538$0-$328,5382026-07-29
Q2 2026SPDW
SPDR INDEX SHS FDS		STATE STREET SPD6,0150-6,015$296,660$0-$296,6602026-07-29
Q2 2026XLB
SELECT SECTOR SPDR TR		STATE STREET MAT5,3510-5,351$279,461$0-$279,4612026-07-29
Q2 2026ETHO
AMPLIFY ETF TR		AMPLIFY ETHO CLI2,3340-2,334$172,255$0-$172,2552026-07-29
Q2 2026JNK
SPDR SERIES TRUST		STATE STREET SPD1,5660-1,566$151,878$0-$151,8782026-07-29
Q2 2026CRBN
ISHARES TR		LOW CARBON OPTIM4410-441$107,303$0-$107,3032026-07-29
Q2 2026GSST
GOLDMAN SACHS ETF TR		ULTRA SHORT BOND1,8170-1,817$91,827$0-$91,8272026-07-29
Q2 2026BLOK
AMPLIFY ETF TR		BLOCKCHAIN TECHN1,4780-1,478$90,517$0-$90,5172026-07-29
Q2 2026SPIB
SPDR SERIES TRUST		STATE STREET SPD2,5000-2,500$84,325$0-$84,3252026-07-29
Q2 2026SPYM
SPDR SERIES TRUST		United StatesSTATE STREET SPD1,0000-1,000$83,420$0-$83,4202026-07-29
Q2 2026RNRG
GLOBAL X FDS		RENEWABLE ENERGY1,7860-1,786$67,946$0-$67,9462026-07-29
Q2 2026SPYG
SPDR SERIES TRUST		STATE STREET SPD5550-555$61,361$0-$61,3612026-07-29
Q2 2026XAR
SPDR SERIES TRUST		STATE STREET SPD1980-198$54,673$0-$54,6732026-07-29
Q2 2026FENI
FIDELITY COVINGTON TRUST		ENHANCED INTL1,3190-1,319$52,484$0-$52,4842026-07-29
Q2 2026XJR
ISHARES TR		ESG SELECT SCREE1,0070-1,007$48,445$0-$48,4452026-07-29
Q2 2026SPHY
SPDR SERIES TRUST		STATE STREET SPD1,5520-1,552$36,628$0-$36,6282026-07-29
Q2 2026BILS
SPDR SERIES TRUST		STATE STREET SPD3000-300$29,802$0-$29,8022026-07-29
Q2 2026SPYV
SPDR SERIES TRUST		STATE STREET SPD4750-475$28,119$0-$28,1192026-07-29
Q2 2026DSI
ISHARES TR		ESG MSCI KLD 4002110-211$28,062$0-$28,0622026-07-29
Q2 2026NLR
VANECK ETF TRUST		URANIUM AND NUCL1530-153$22,363$0-$22,3632026-07-29
Q2 2026RWR
SPDR SERIES TRUST		STATE STREET SPD2000-200$22,032$0-$22,0322026-07-29
Q2 2026IRE
TIDAL TRUST II		DEFIANCE DAILY T6370-637$16,193$0-$16,1932026-07-29
Q2 2026SPMD
SPDR SERIES TRUST		STATE STREET SPD2400-240$15,418$0-$15,4182026-07-29
Q2 2026SPTM
SPDR SERIES TRUST		STATE STREET SPD1750-175$15,078$0-$15,0782026-07-29
Q2 2026FTEC
FIDELITY COVINGTON TRUST		MSCI INFO TECH I590-59$14,238$0-$14,2382026-07-29
Q2 2026FNCL
FIDELITY COVINGTON TRUST		MSCI FINLS IDX1460-146$10,981$0-$10,9812026-07-29
Q2 2026BSV
VANGUARD BD INDEX FDS		SHORT TRM BOND1210-121$9,504$0-$9,5042026-07-29
Q2 2026XLU
SELECT SECTOR SPDR TR		STATE STREET UTI2000-200$9,150$0-$9,1502026-07-29
Q2 2026GBTC
GRAYSCALE BITCOIN TRUST ETF		United StatesSHS REP COM UT910-91$5,403$0-$5,4032026-07-29
Q2 2026ICLN
ISHARES TR		GL CLEAN ENE ETF2000-200$3,922$0-$3,9222026-07-29
Q2 2026FUTY
FIDELITY COVINGTON TRUST		MSCI UTILS INDEX490-49$2,897$0-$2,8972026-07-29
Q2 2026DRLL
EA SERIES TRUST		STRIVE US ENERGY340-34$1,206$0-$1,2062026-07-29
Q2 2026MSOS
ADVISORSHARES TR		PURE US CANNABIS2500-250$1,088$0-$1,0882026-07-29
Q2 2026XAIX
DBX ETF TR		XTRACKERS ARTIFI200-20$924$0-$9242026-07-29
Q2 2026RA
BROOKFIELD REAL ASSETS INCOM		SHS BEN INT590-59$766$0-$7662026-07-29
Q2 2026BTC
GRAYSCALE BITCOIN MINI TR ET		United StatesSHS NEW180-18$609$0-$6092026-07-29
Q2 2026KBE
SPDR SERIES TRUST		STATE STREET SPD10-1$65$0-$652026-07-29
Q1 2026TBLU
TORTOISE CAPITAL SERIES TRUS		GLOBAL WATER FD20,3020-20,302$1,127,241$0-$1,127,2412026-04-27
Q1 2026SPDW
SPDR INDEX SHS FDS		PORTFOLIO DEVLPD6,0150-6,015$287,758$0-$287,7582026-04-27
Q1 2026ACLC
AMERICAN CENTY ETF TR		LARGE CAP EQUITY3930-393$31,048$0-$31,0482026-04-27
Q1 2026GOVT
ISHARES TR		US TREAS BD ETF1,3280-1,328$30,598$0-$30,5982026-04-27
Q1 2026MBB
ISHARES TR		MBS ETF2140-214$20,444$0-$20,4442026-04-27
Q1 2026TIDAL TRUST II
CUSIP 88636W650		DEFIANCE DAILY T2,5500-2,550$15,045$0-$15,0452026-04-27
Q1 2026IUSG
ISHARES TR		CORE S&P US GWT860-86$14,271$0-$14,2712026-04-27
Q1 2026QUAL
ISHARES TR		MSCI USA QLT FCT620-62$12,626$0-$12,6262026-04-27
Q1 2026QINT
AMERICAN CENTY ETF TR		QUALITY DIVRSFED1670-167$11,477$0-$11,4772026-04-27
Q1 2026KORP
AMERICAN CENTY ETF TR		DIVERSIFID CRP1840-184$8,726$0-$8,7262026-04-27
Q1 2026VONV
VANGUARD SCOTTSDALE FDS		VNG RUS1000VAL880-88$8,673$0-$8,6732026-04-27
Q1 2026VALQ
AMERICAN CENTY ETF TR		US QUALITY VAL1240-124$8,662$0-$8,6622026-04-27
Q1 2026IUSV
ISHARES TR		CORE S&P US VLU800-80$8,612$0-$8,6122026-04-27
Q1 2026AHYB
AMERICAN CENTY ETF TR		SELECT HIGH YIEL1540-154$7,201$0-$7,2012026-04-27
Q1 2026QGRO
AMERICAN CENTY ETF TR		US QUALITY GROW650-65$7,124$0-$7,1242026-04-27
Q1 2026VTIP
VANGUARD MALVERN FDS		STRM INFPROIDX1220-122$6,064$0-$6,0642026-04-27
Q1 2026SLYV
SPDR SERIES TRUST		STATE STREET SPD440-44$4,456$0-$4,4562026-04-27
Q1 2026PDBC
INVESCO ACTVELY MNGD ETC FD		OPTIMUM YIELD3040-304$4,336$0-$4,3362026-04-27

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