Advertisement
Screener

RAINIER FAMILY WEALTH INC Historic Quarter Change: USA ETF, New

Add as a preferred source on Google

RAINIER FAMILY WEALTH INC historic quarter change: USA ETF, New

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 6 quarters from 2024-12-31 to 2026-06-30, RAINIER FAMILY WEALTH INC opened 43 positions, added to 103, reduced 23 and sold out of 26.

  • Q2 2026: Stock SPYM; Country of operation United States; Class ST STR P500ETF; Shares before 0.
  • Q2 2026: Stock SPSM; Country of operation —; Class ST STR SP600 SML; Shares before 0.
  • Q2 2026: Stock SPAB; Country of operation —; Class ST STR AGGRE ETF; Shares before 0.
  • Q2 2026: Stock SPYG; Country of operation —; Class ST STR P500GRW; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2073596), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-15); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-17); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-20); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-16); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-16); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-06-24). 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 2024-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026SPYM
SPDR SERIES TRUST		United StatesST STR P500ETF0155,238+155,238$0$13,642,280+$13,642,2802026-07-15
Q2 2026SPSM
SPDR SERIES TRUST		ST STR SP600 SML090,552+90,552$0$5,222,134+$5,222,1342026-07-15
Q2 2026SPAB
SPDR SERIES TRUST		ST STR AGGRE ETF0187,221+187,221$0$4,777,880+$4,777,8802026-07-15
Q2 2026SPYG
SPDR SERIES TRUST		ST STR P500GRW039,149+39,149$0$4,658,344+$4,658,3442026-07-15
Q2 2026NUKZ
EXCHANGE TRADED CONCEPTS TRU		RANG NUCL RE ETF035,590+35,590$0$2,425,815+$2,425,8152026-07-15
Q2 2026SPMD
SPDR SERIES TRUST		ST STR P400MID032,695+32,695$0$2,208,898+$2,208,8982026-07-15
Q2 2026HYMB
SPDR SERIES TRUST		ST NUVE HIGH ETF037,388+37,388$0$951,162+$951,1622026-07-15
Q2 2026SPEM
SPDR INDEX SHS FDS		ST PORT MARK ETF015,896+15,896$0$823,081+$823,0812026-07-15
Q2 2026XLE
SELECT SECTOR SPDR TR		ST STR ENERG ETF05,834+5,834$0$309,844+$309,8442026-07-15
Q2 2026DFAC
DIMENSIONAL ETF TRUST		US COR EQU 2 ETF05,035+5,035$0$223,353+$223,3532026-07-15
Q2 2026SPDW
SPDR INDEX SHS FDS		ST STR PO EX ETF04,021+4,021$0$202,619+$202,6192026-07-15
Q1 2026FENI
FIDELITY COVINGTON TRUST		ENHANCED INTL095,097+95,097$0$3,537,612+$3,537,6122026-04-17
Q1 2026AVEM
AMERICAN CENTY ETF TR		AVANTIS EMGMKT032,903+32,903$0$2,651,329+$2,651,3292026-04-17
Q1 2026QQQM
INVESCO EXCH TRADED FD TR II		NASDAQ 100 ETF010,826+10,826$0$2,572,479+$2,572,4792026-04-17
Q1 2026IXC
ISHARES TR		GLOBAL ENERG ETF032,100+32,100$0$1,849,281+$1,849,2812026-04-17
Q1 2026GUNR
FLEXSHARES TR		MORNSTAR UPSTR028,813+28,813$0$1,589,342+$1,589,3422026-04-17
Q1 2026SPEM
SPDR INDEX SHS FDS		STATE STREET SPD016,003+16,003$0$750,688+$750,6882026-04-17
Q1 2026IWN
ISHARES TR		RUS 2000 VAL ETF01,229+1,229$0$233,007+$233,0072026-04-17
Q1 2026SPDW
SPDR INDEX SHS FDS		STATE STREET SPD05,000+5,000$0$228,250+$228,2502026-04-17
Q4 2025SPYM
SPDR SERIES TRUST		United StatesSTATE STREET SPD0171,051+171,051$0$13,721,713+$13,721,7132026-01-20
Q4 2025SPYG
SPDR SERIES TRUST		STATE STREET SPD050,000+50,000$0$5,334,978+$5,334,9782026-01-20
Q4 2025SPSM
SPDR SERIES TRUST		STATE STREET SPD093,049+93,049$0$4,360,275+$4,360,2752026-01-20
Q4 2025SPAB
SPDR SERIES TRUST		STATE STREET SPD0113,354+113,354$0$2,918,868+$2,918,8682026-01-20
Q4 2025SPMD
SPDR SERIES TRUST		STATE STREET SPD030,437+30,437$0$1,762,584+$1,762,5842026-01-20
Q4 2025HYMB
SPDR SERIES TRUST		STATE STREET SPD026,909+26,909$0$671,121+$671,1212026-01-20
Q4 2025IJR
ISHARES TR		CORE S&P SCP ETF02,696+2,696$0$324,006+$324,0062026-01-20
Q4 2025VYMI
VANGUARD WHITEHALL FDS		INTL HIGH ETF03,400+3,400$0$306,000+$306,0002026-01-20
Q4 2025XLE
SELECT SECTOR SPDR TR		STATE STREET ENE05,868+5,868$0$262,359+$262,3592026-01-20
Q4 2025VO
VANGUARD INDEX FDS		MID CAP ETF0859+859$0$249,299+$249,2992026-01-20
Q4 2025AGG
ISHARES TR		CORE US AGGBD ET02,326+2,326$0$232,321+$232,3212026-01-20
Q4 2025PJIO
PGIM ETF TR		JENNISON INT OPP03,698+3,698$0$226,632+$226,6322026-01-20
Q4 2025PTA
COHEN & STEERS TAX ADVAN PFD		COM011,300+11,300$0$218,203+$218,2032026-01-20
Q3 2025VOTE
TCW ETF TRUST		TRANSFRM 500 ETF03,100+3,100$0$243,314+$243,3142025-10-16
Q2 2025ROBO
EXCHANGE TRADED CONCEPTS TRU		ROBO GLB ETF023,229+23,229$0$1,388,630+$1,388,6302025-07-16
Q2 2025NUKZ
EXCHANGE TRADED CONCEPTS TRU		RANGE NUCLEAR RE023,169+23,169$0$1,310,439+$1,310,4392025-07-16
Q2 2025IHAK
ISHARES TR		CYBERSECURITY017,896+17,896$0$952,247+$952,2472025-07-16
Q2 2025HYMB
SPDR SERIES TRUST		NUVEEN ICE HIGH021,861+21,861$0$541,726+$541,7262025-07-16
Q2 2025SPDW
SPDR INDEX SHS FDS		PORTFOLIO DEVLPD05,000+5,000$0$202,450+$202,4502025-07-16
Q1 2025FDVV
FIDELITY COVINGTON TRUST		HIGH DIVID ETF022,331+22,331$0$1,107,608+$1,107,6082025-06-24
Q1 2025LVHI
LEGG MASON ETF INVT		FRANKLIN INTL LW026,966+26,966$0$872,899+$872,8992025-06-24
Q1 2025VTEB
VANGUARD MUN BD FDS		TAX EXEMPT BD017,151+17,151$0$851,039+$851,0392025-06-24
Q1 2025HYMB
SPDR SER TR		NUVEEN BLOOMBERG018,501+18,501$0$466,606+$466,6062025-06-24
Q1 2025SKOR
FLEXSHARES TR		CR SCD US BD06,585+6,585$0$318,254+$318,2542025-06-24

Similar Firms

Firm NameCountry13F ValueHoldings
Mainstream Capital Management LLCUnited States$0.149B88
Genesis Financial Group, LLCUnited States$0.149B104
Systrade AG$0.149B11
Valley Brook Capital Group, Inc.United States$0.149B112
CATHY PARETO & ASSOCIATES, INCUnited States$0.149B96
Graphene Investments SASFrance$0.149B44
Alpha Wealth Funds, LLCUnited States$0.149B41
Sagace Wealth Management LLCUnited States$0.149B75
Gibson Wealth Advisors LLCUnited States$0.149B37
Atala Financial IncUnited States$0.149B117
Advertisement