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Sumitomo Mitsui DS Asset Management Company, Ltd Historic Quarter Change: USA ETF, New

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Sumitomo Mitsui DS Asset Management Company, Ltd historic quarter change: USA ETF, New

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 23 quarters from 2013-06-30 to 2026-06-30, Sumitomo Mitsui DS Asset Management Company, Ltd opened 73 positions, added to 187, reduced 181 and sold out of 49.

  • Q2 2026: Stock IYR; Country of operation —; Class U.S. REAL ES ETF; Shares before 0.
  • Q2 2026: Stock VEA; Country of operation —; Class VAN FTSE DEV MKT; Shares before 0.
  • Q2 2026: Stock JNK; Country of operation —; Class ST BLOO HIGH ETF; Shares before 0.
  • Q2 2026: Stock VTI; Country of operation —; Class TOTAL STK MKT; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1411530), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-22); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-24); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-03); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-24); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-10); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-28); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-28); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-17); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-30); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-02); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-10-31); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-07-29); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-11); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-01-29); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-10-23); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-07-22); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-04-23); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-01-21); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-10-22); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-07-14); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-04-16); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-01-22); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-10-16). 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 2010-12-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 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).

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026IYR
ISHARES TR		U.S. REAL ES ETF0545,813+545,813$0$55,809,379+$55,809,3792026-07-22
Q2 2026VEA
VANGUARD TAX-MANAGED FDS		VAN FTSE DEV MKT0379,404+379,404$0$27,032,535+$27,032,5352026-07-22
Q2 2026JNK
SPDR SERIES TRUST		ST BLOO HIGH ETF0238,216+238,216$0$22,956,876+$22,956,8762026-07-22
Q2 2026VTI
VANGUARD INDEX FDS		TOTAL STK MKT030,093+30,093$0$11,135,614+$11,135,6142026-07-22
Q2 2026SPCX
SPACE EXPLORATION TECHN CORP		CLASS A COM STK054,212+54,212$0$9,262,662+$9,262,6622026-07-22
Q2 2026SPYG
SPDR SERIES TRUST		ST STR P500GRW032,201+32,201$0$3,831,597+$3,831,5972026-07-22
Q2 2026XLK
SELECT SECTOR SPDR TR		ST STR TECHN ETF09,682+9,682$0$1,844,615+$1,844,6152026-07-22
Q2 2026XLF
SELECT SECTOR SPDR TR		ST STR FINL ETF022,065+22,065$0$1,182,905+$1,182,9052026-07-22
Q2 2026XLI
SELECT SECTOR SPDR TR		ST STR INDL ETF05,204+5,204$0$963,937+$963,9372026-07-22
Q2 2026QUAL
ISHARES TR		MSCI USA QLT FCT03,026+3,026$0$663,995+$663,9952026-07-22
Q2 2026BBCA
J P MORGAN EXCHANGE TRADED F		BETA CDA ETF NEW04,620+4,620$0$459,228+$459,2282026-07-22
Q2 2026FLKR
FRANKLIN TEMPLETON ETF TR		FTSE SOUTH KOREA05,473+5,473$0$361,656+$361,6562026-07-22
Q2 2026XLC
SELECT SECTOR SPDR TR		ST STR SVC ETF03,279+3,279$0$351,279+$351,2792026-07-22
Q2 2026XLU
SELECT SECTOR SPDR TR		ST STR UTIL ETF07,473+7,473$0$338,826+$338,8262026-07-22
Q1 2026IGOV
ISHARES TR		INTL TREA BD ETF0474,192+474,192$0$19,470,324+$19,470,3242026-04-24
Q1 2026VNQI
VANGUARD INTL EQUITY INDEX F		GLB EX US ETF050,192+50,192$0$2,231,034+$2,231,0342026-04-24
Q1 2026XLV
SELECT SECTOR SPDR TR		STATE STREET HEA04,823+4,823$0$707,100+$707,1002026-04-24
Q1 2026XLU
SELECT SECTOR SPDR TR		STATE STREET UTI015,106+15,106$0$693,214+$693,2142026-04-24
Q1 2026XLE
SELECT SECTOR SPDR TR		STATE STREET ENE011,195+11,195$0$685,806+$685,8062026-04-24
Q1 2026XLB
SELECT SECTOR SPDR TR		STATE STREET MAT07,065+7,065$0$353,038+$353,0382026-04-24
Q1 2026VNQ
VANGUARD INDEX FDS		REAL ESTATE ETF02,951+2,951$0$261,754+$261,7542026-04-24
Q1 2026TOK
ISHARES TR		MSCI KOKUSAI ETF01,555+1,555$0$207,208+$207,2082026-04-24
Q4 2025JNK
SPDR SERIES TRUST		STATE STREET SPD0464,261+464,261$0$45,130,812+$45,130,8122026-02-03
Q4 2025SPYG
SPDR SERIES TRUST		STATE STREET SPD04,206+4,206$0$448,780+$448,7802026-02-03
Q4 2025XLC
SELECT SECTOR SPDR TR		STATE STREET COM02,899+2,899$0$341,270+$341,2702026-02-03
Q4 2025XLF
SELECT SECTOR SPDR TR		STATE STREET FIN06,160+6,160$0$337,383+$337,3832026-02-03
Q4 2025XLK
SELECT SECTOR SPDR TR		STATE STREET TEC01,947+1,947$0$280,310+$280,3102026-02-03
Q4 2025VLUE
ISHARES TR		MSCI USA VALUE01,639+1,639$0$224,100+$224,1002026-02-03
Q4 2025SPMO
INVESCO EXCH TRADED FD TR II		S&P 500 MOMNTM01,873+1,873$0$223,486+$223,4862026-02-03
Q4 2025MTUM
ISHARES TR		MSCI USA MMENTM0891+891$0$223,026+$223,0262026-02-03
Q3 2025VNQI
VANGUARD INTL EQUITY INDEX F		GLB EX US ETF057,720+57,720$0$2,755,553+$2,755,5532025-10-24
Q3 2025TOK
ISHARES TR		MSCI KOKUSAI ETF015,515+15,515$0$2,094,108+$2,094,1082025-10-24
Q3 2025VNQ
VANGUARD INDEX FDS		REAL ESTATE ETF04,825+4,825$0$441,102+$441,1022025-10-24
Q3 2025VT
VANGUARD INTL EQUITY INDEX F		TT WRLD ST ETF02,622+2,622$0$361,312+$361,3122025-10-24
Q2 2025FTEC
FIDELITY COVINGTON TRUST		MSCI INFO TECH I01,151+1,151$0$227,000+$227,0002025-07-10
Q1 2025VGT
VANGUARD WORLD FD		INF TECH ETF01,005+1,005$0$545,092+$545,0922025-04-28
Q1 2025LQD
ISHARES TR		IBOXX INV CP ETF03,221+3,221$0$350,090+$350,0902025-04-28
Q1 2025ACWI
ISHARES TR		MSCI ACWI ETF03,000+3,000$0$349,170+$349,1702025-04-28
Q4 2024TOK
ISHARES TR		MSCI KOKUSAI ETF086,516+86,516$0$10,038,451+$10,038,4512025-01-28
Q4 2024DIA
SPDR DOW JONES INDL AVERAGE		UT SER 101,820+1,820$0$774,410+$774,4102025-01-28
Q4 2024VNQ
VANGUARD INDEX FDS		REAL ESTATE ETF04,060+4,060$0$361,665+$361,6652025-01-28
Q4 2024VNQI
VANGUARD INTL EQUITY INDEX F		GLB EX US ETF08,332+8,332$0$329,614+$329,6142025-01-28
Q3 2024LQD
ISHARES TR		IBOXX INV CP ETF03,862+3,862$0$436,329+$436,3292024-10-17
Q3 2024TIP
ISHARES TR		TIPS BD ETF03,031+3,031$0$334,835+$334,8352024-10-17
Q2 2024RAYJ
ADVISORS INNER CIRCLE FD III		RAYLIANT SMDAM0750,000+750,000$0$18,735,000+$18,735,0002024-07-30
Q2 2024DIA
SPDR DOW JONES INDL AVERAGE		UT SER 102,728+2,728$0$1,067,003+$1,067,0032024-07-30
Q1 2024TOK
ISHARES TR		MSCI KOKUSAI ETF027,417+27,417$0$2,946,439+$2,946,4392024-05-02
Q1 2024QQQM
INVESCO EXCH TRADED FD TR II		NASDAQ 100 ETF09,902+9,902$0$1,808,996+$1,808,9962024-05-02
Q1 2024VNQI
VANGUARD INTL EQUITY INDEX F		GLB EX US ETF07,377+7,377$0$310,867+$310,8672024-05-02
Q1 2024VNQ
VANGUARD INDEX FDS		REAL ESTATE ETF03,518+3,518$0$304,237+$304,2372024-05-02
Q3 2016EWY
ISHARES		MSCI STH KOR ETF03,586+3,586$0$208,000+$208,0002016-10-31
Q3 2016FXI
ISHARES TR		CHINA LG-CAP ETF05,446+5,446$0$207,000+$207,0002016-10-31
Q3 2016ISHARES
CUSIP 464286830		MSCI MALAYSI ETF013,137+13,137$0$106,000+$106,0002016-10-31
Q2 2016TOK
ISHARES TR		MSCI KOKUSAI ETF05,725+5,725$0$297,000+$297,0002016-07-29
Q2 2016VNQ
VANGUARD INDEX FDS		REIT ETF02,715+2,715$0$240,000+$240,0002016-07-29
Q2 2015VWOB
VANGUARD WHITEHALL FDS INC		EMERG MKT BD ETF0134,875+134,875$0$10,377,000+$10,377,0002015-07-22
Q2 2015SPDR SERIES TRUST
CUSIP 78464A417		BRC HGH YLD BD0268,961+268,961$0$10,336,000+$10,336,0002015-07-22
Q4 2014TOK
ISHARES		MSCI KOKUSAI ETF04,247+4,247$0$230,000+$230,0002015-01-21
Q3 2014AGG
ISHARES TR		CORE US AGGBD ET09,080+9,080$0$990,000+$990,0002014-10-22
Q2 2014IWM
ISHARES		RUSSELL 2000 ETF0311,400+311,400$0$36,997,000+$36,997,0002014-07-14
Q4 2013IGOV
ISHARES		INTL TREA BD ETF02,557+2,557$0$256,000+$256,0002014-01-22
Q4 2013AGG
ISHARES		CORE TOTUSBD ETF02,378+2,378$0$253,000+$253,0002014-01-22
Q3 2013EMB
ISHARES		JP MOR EM MK ETF023,641+23,641$0$2,576,000+$2,576,0002013-10-16
Q3 2013ILF
ISHARES		LATN AMER 40 ETF037,618+37,618$0$1,439,000+$1,439,0002013-10-16
Q3 2013EWY
ISHARES		MSCI STH KOR ETF011,352+11,352$0$698,000+$698,0002013-10-16
Q3 2013ISHARES
CUSIP 464286731		MSCI TAIWAN ETF048,249+48,249$0$671,000+$671,0002013-10-16
Q3 2013FXI
ISHARES		CHINA LG-CAP ETF018,087+18,087$0$670,000+$670,0002013-10-16
Q3 2013TUR
ISHARES		MSCI TURKEY ETF06,964+6,964$0$384,000+$384,0002013-10-16
Q3 2013THD
ISHARES		MSCI THI CAP ETF04,951+4,951$0$369,000+$369,0002013-10-16
Q3 2013EZA
ISHARES		MSCI STH AFR ETF05,675+5,675$0$358,000+$358,0002013-10-16
Q3 2013ISHARES
CUSIP 464286673		MSCI SINGAP ETF026,766+26,766$0$357,000+$357,0002013-10-16
Q3 2013ISHARES
CUSIP 464286830		MSCI MALAYSI ETF023,350+23,350$0$351,000+$351,0002013-10-16
Q3 2013EWH
ISHARES		MSCI HONG KG ETF017,113+17,113$0$342,000+$342,0002013-10-16

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