Rinkey Investments 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, Rinkey Investments opened 96 positions, added to 222, reduced 158 and sold out of 52.
- Q2 2026: Stock SPDW; Country of operation —; Class STATE STREET SPD; Shares before 651,963.
- Q2 2026: Stock SPTM; Country of operation —; Class STATE STREET SPD; Shares before 365,339.
- Q2 2026: Stock SPTS; Country of operation —; Class STATE STREET SPD; Shares before 407,126.
- Q2 2026: Stock SPEM; Country of operation —; Class STATE STREET SPD; Shares before 120,320.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1730774), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-20); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-11); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-04); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-13); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-15); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-13); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-31); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-02). 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 2021-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2026 | SPDW
SPDR INDEX SHS FDS | | STATE STREET SPD | 651,963 | 0 | -651,963 | $29,762,143 | $0 | -$29,762,143 | 2026-07-20 |
|---|
| Q2 2026 | SPTM
SPDR SERIES TRUST | | STATE STREET SPD | 365,339 | 0 | -365,339 | $28,883,779 | $0 | -$28,883,779 | 2026-07-20 |
|---|
| Q2 2026 | SPTS
SPDR SERIES TRUST | | STATE STREET SPD | 407,126 | 0 | -407,126 | $11,879,952 | $0 | -$11,879,952 | 2026-07-20 |
|---|
| Q2 2026 | SPEM
SPDR INDEX SHS FDS | | STATE STREET SPD | 120,320 | 0 | -120,320 | $5,644,246 | $0 | -$5,644,246 | 2026-07-20 |
|---|
| Q2 2026 | SPAB
SPDR SERIES TRUST | | STATE STREET SPD | 213,563 | 0 | -213,563 | $5,471,484 | $0 | -$5,471,484 | 2026-07-20 |
|---|
| Q2 2026 | SPIB
SPDR SERIES TRUST | | STATE STREET SPD | 57,000 | 0 | -57,000 | $1,911,780 | $0 | -$1,911,780 | 2026-07-20 |
|---|
| Q2 2026 | SPIP
SPDR SERIES TRUST | | STATE STREET SPD | 72,051 | 0 | -72,051 | $1,874,054 | $0 | -$1,874,054 | 2026-07-20 |
|---|
| Q2 2026 | XLU
SELECT SECTOR SPDR TR | | STATE STREET UTI | 16,190 | 0 | -16,190 | $742,959 | $0 | -$742,959 | 2026-07-20 |
|---|
| Q2 2026 | IWM
ISHARES TR | | RUSSELL 2000 ETF | 1,486 | 0 | -1,486 | $368,528 | $0 | -$368,528 | 2026-07-20 |
|---|
| Q2 2026 | BBN
BLACKROCK TAX MUNICPAL BD TR | | SHS | 20,585 | 0 | -20,585 | $332,859 | $0 | -$332,859 | 2026-07-20 |
|---|
| Q2 2026 | SPSB
SPDR SERIES TRUST | | STATE STREET SPD | 8,944 | 0 | -8,944 | $268,946 | $0 | -$268,946 | 2026-07-20 |
|---|
| Q2 2026 | XLI
SELECT SECTOR SPDR TR | | STATE STREET IND | 1,600 | 0 | -1,600 | $258,768 | $0 | -$258,768 | 2026-07-20 |
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| Q2 2026 | XT
ISHARES TR | | FUTURE EXPONENTI | 3,266 | 0 | -3,266 | $222,576 | $0 | -$222,576 | 2026-07-20 |
|---|
| Q2 2026 | XBI
SPDR SERIES TRUST | | STATE STREET SPD | 1,675 | 0 | -1,675 | $213,948 | $0 | -$213,948 | 2026-07-20 |
|---|
| Q1 2026 | SPDW
SPDR INDEX SHS FDS | | PORTFOLIO DEVLPD | 694,494 | 0 | -694,494 | $30,842,510 | $0 | -$30,842,510 | 2026-05-11 |
|---|
| Q1 2026 | SPEM
SPDR INDEX SHS FDS | | PORTFOLIO EMG MK | 124,303 | 0 | -124,303 | $5,818,658 | $0 | -$5,818,658 | 2026-05-11 |
|---|
| Q1 2026 | USHY
ISHARES TR | | BROAD USD HIGH | 9,000 | 0 | -9,000 | $336,555 | $0 | -$336,555 | 2026-05-11 |
|---|
| Q1 2026 | BBJP
J P MORGAN EXCHANGE TRADED F | | BETABULDRS JAPAN | 3,055 | 0 | -3,055 | $201,355 | $0 | -$201,355 | 2026-05-11 |
|---|
| Q4 2025 | SPTM
SPDR SERIES TRUST | | PORTFOLI S&P1500 | 374,471 | 0 | -374,471 | $30,201,128 | $0 | -$30,201,128 | 2026-02-04 |
|---|
| Q4 2025 | SPAB
SPDR SERIES TRUST | | PORTFOLIO AGRGTE | 482,617 | 0 | -482,617 | $12,475,649 | $0 | -$12,475,649 | 2026-02-04 |
|---|
| Q4 2025 | SPTS
SPDR SERIES TRUST | | PORTFOLIO SH TSR | 407,956 | 0 | -407,956 | $11,961,283 | $0 | -$11,961,283 | 2026-02-04 |
|---|
| Q4 2025 | SPIB
SPDR SERIES TRUST | | PORTFOLIO INTRMD | 55,386 | 0 | -55,386 | $1,877,032 | $0 | -$1,877,032 | 2026-02-04 |
|---|
| Q4 2025 | SPIP
SPDR SERIES TRUST | | PORTFLI TIPS ETF | 71,234 | 0 | -71,234 | $1,874,531 | $0 | -$1,874,531 | 2026-02-04 |
|---|
| Q4 2025 | SHV
ISHARES TR | | SHORT TREAS BD | 5,447 | 0 | -5,447 | $601,839 | $0 | -$601,839 | 2026-02-04 |
|---|
| Q4 2025 | RSP
INVESCO EXCHANGE TRADED FD T | | S&P500 EQL WGT | 3,058 | 0 | -3,058 | $580,103 | $0 | -$580,103 | 2026-02-04 |
|---|
| Q4 2025 | SPSB
SPDR SERIES TRUST | | PORTFOLIO SHORT | 8,872 | 0 | -8,872 | $268,733 | $0 | -$268,733 | 2026-02-04 |
|---|
| Q4 2025 | BIL
SPDR SERIES TRUST | | BLOOMBERG 1-3 MO | 2,808 | 0 | -2,808 | $257,634 | $0 | -$257,634 | 2026-02-04 |
|---|
| Q4 2025 | KWEB
KRANESHARES TRUST | | CSI CHI INTERNET | 6,050 | 0 | -6,050 | $254,161 | $0 | -$254,161 | 2026-02-04 |
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| Q4 2025 | VIG
VANGUARD SPECIALIZED FUNDS | | DIV APP ETF | 1,030 | 0 | -1,030 | $222,264 | $0 | -$222,264 | 2026-02-04 |
|---|
| Q4 2025 | ETHE
GRAYSCALE ETHEREUM TRUST ETF | United States | SHS | 5,135 | 0 | -5,135 | $201,189 | $0 | -$201,189 | 2026-02-04 |
|---|
| Q3 2025 | INDA
ISHARES TR | | MSCI INDIA ETF | 6,625 | 0 | -6,625 | $368,880 | $0 | -$368,880 | 2025-11-14 |
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| Q3 2025 | ITA
ISHARES TR | | US AER DEF ETF | 1,149 | 0 | -1,149 | $216,747 | $0 | -$216,747 | 2025-11-14 |
|---|
| Q2 2025 | IBTF
ISHARES TR | | IBONDS 25 TRM TS | 35,246 | 0 | -35,246 | $823,699 | $0 | -$823,699 | 2025-08-13 |
|---|
| Q2 2025 | IGIB
ISHARES TR | | ISHS 5-10YR INVT | 7,966 | 0 | -7,966 | $418,374 | $0 | -$418,374 | 2025-08-13 |
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| Q2 2025 | HYG
ISHARES TR | | IBOXX HI YD ETF | 4,580 | 0 | -4,580 | $361,316 | $0 | -$361,316 | 2025-08-13 |
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| Q2 2025 | XLV
SELECT SECTOR SPDR TR | | SBI HEALTHCARE | 2,065 | 0 | -2,065 | $301,511 | $0 | -$301,511 | 2025-08-13 |
|---|
| Q2 2025 | SCHB
SCHWAB STRATEGIC TR | | US BRD MKT ETF | 12,594 | 0 | -12,594 | $271,146 | $0 | -$271,146 | 2025-08-13 |
|---|
| Q2 2025 | SHY
ISHARES TR | | 1 3 YR TREAS BD | 2,945 | 0 | -2,945 | $243,640 | $0 | -$243,640 | 2025-08-13 |
|---|
| Q1 2025 | IGSB
ISHARES TR | | ISHS 1-5YR INVS | 22,277 | 0 | -22,277 | $1,151,721 | $0 | -$1,151,721 | 2025-05-15 |
|---|
| Q1 2025 | MSOS
ADVISORSHARES TR | | PURE US CANNABIS | 18,975 | 0 | -18,975 | $72,295 | $0 | -$72,295 | 2025-05-15 |
|---|
| Q4 2024 | QQQ
INVESCO QQQ TR | | UNIT SER 1 | 3,751 | 0 | -3,751 | $1,830,751 | $0 | -$1,830,751 | 2025-02-14 |
|---|
| Q4 2024 | TLT
ISHARES TR | | 20 YR TR BD ETF | 2,072 | 0 | -2,072 | $203,263 | $0 | -$203,263 | 2025-02-14 |
|---|
| Q3 2024 | MTUM
ISHARES TR | | MSCI USA MMENTM | 19,663 | 0 | -19,663 | $3,831,729 | $0 | -$3,831,729 | 2024-11-13 |
|---|
| Q3 2024 | SUB
ISHARES TR | | SHRT NAT MUN ETF | 31,119 | 0 | -31,119 | $3,253,491 | $0 | -$3,253,491 | 2024-11-13 |
|---|
| Q3 2024 | RSP
INVESCO EXCHANGE TRADED FD T | | S&P500 EQL WGT | 1,548 | 0 | -1,548 | $254,305 | $0 | -$254,305 | 2024-11-13 |
|---|
| Q3 2024 | IBIT
ISHARES BITCOIN TR | | SHS | 5,904 | 0 | -5,904 | $201,563 | $0 | -$201,563 | 2024-11-13 |
|---|
| Q2 2024 | IWM
ISHARES TR | | RUSSELL 2000 ETF | 17,673 | 0 | -17,673 | $3,716,632 | $0 | -$3,716,632 | 2024-07-31 |
|---|
| Q2 2024 | ISHARES TR
CUSIP 46436E874 | United States | IBONDS 24 TRM TS | 77,106 | 0 | -77,106 | $1,845,925 | $0 | -$1,845,925 | 2024-07-31 |
|---|
| Q2 2024 | SHV
ISHARES TR | | SHORT TREAS BD | 12,853 | 0 | -12,853 | $1,420,821 | $0 | -$1,420,821 | 2024-07-31 |
|---|
| Q2 2024 | BIL
SPDR SER TR | | BLOOMBERG 1-3 MO | 3,722 | 0 | -3,722 | $341,680 | $0 | -$341,680 | 2024-07-31 |
|---|
| Q1 2024 | EFA
ISHARES TR | | MSCI EAFE ETF | 45,478 | 0 | -45,478 | $3,426,767 | $0 | -$3,426,767 | 2024-05-02 |
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| Q1 2024 | VHT
VANGUARD WORLD FDS | | HEALTH CAR ETF | 1,886 | 0 | -1,886 | $472,820 | $0 | -$472,820 | 2024-05-02 |
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