SYSTM Wealth Solutions LLC historic quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 3 quarters from 2023-12-31 to 2024-09-30, SYSTM Wealth Solutions LLC opened 8 positions, added to 20, reduced 37 and sold out of 30.
- Q3 2024: Stock SPTS; Country of operation —; Class PORTFOLIO SH TSR; Shares before 105.
- Q3 2024: Stock EMXC; Country of operation —; Class MSCI EMRG CHN; Shares before 125.
- Q3 2024: Stock EXI; Country of operation —; Class GLOB INDSTRL ETF; Shares before 9.
- Q3 2024: Stock BBCA; Country of operation —; Class BETABUILDERS CDA; Shares before 17.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1961893), 3 quarters: Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-12); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-26). 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 2022-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q3 2024 | SPTS
SPDR SER TR | | PORTFOLIO SH TSR | 105 | 471 | +366 | $3,032 | $13,859 | +$10,827 | 2024-11-14 |
|---|
| Q3 2024 | EMXC
ISHARES INC | | MSCI EMRG CHN | 125 | 164 | +39 | $7,419 | $10,041 | +$2,622 | 2024-11-14 |
|---|
| Q3 2024 | EXI
ISHARES TR | | GLOB INDSTRL ETF | 9 | 22 | +13 | $1,235 | $3,294 | +$2,059 | 2024-11-14 |
|---|
| Q3 2024 | BBCA
J P MORGAN EXCHANGE TRADED F | | BETABUILDERS CDA | 17 | 32 | +15 | $1,126 | $2,279 | +$1,153 | 2024-11-14 |
|---|
| Q3 2024 | GNR
SPDR INDEX SHS FDS | | GLB NAT RESRCE | 19 | 37 | +18 | $1,041 | $2,113 | +$1,072 | 2024-11-14 |
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| Q3 2024 | EZU
ISHARES INC | | MSCI EURZONE ETF | 24 | 42 | +18 | $1,179 | $2,201 | +$1,022 | 2024-11-14 |
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| Q2 2024 | MCHI
ISHARES TR | | MSCI CHINA ETF | 116 | 117 | +1 | $4,613 | $4,917 | +$304 | 2024-08-12 |
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| Q2 2024 | EMXC
ISHARES INC | | MSCI EMRG CHN | 124 | 125 | +1 | $7,154 | $7,419 | +$265 | 2024-08-12 |
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| Q2 2024 | TLH
ISHARES TR | | 10-20 YR TRS ETF | 146 | 148 | +2 | $15,352 | $15,168 | -$184 | 2024-08-12 |
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| Q2 2024 | SPSM
SPDR SER TR | | PORTFOLIO S&P600 | 117 | 118 | +1 | $5,050 | $4,898 | -$152 | 2024-08-12 |
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| Q2 2024 | USFR
WISDOMTREE TR | | FLOATNG RAT TREA | 186 | 188 | +2 | $9,334 | $9,464 | +$130 | 2024-08-12 |
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| Q2 2024 | XLE
SELECT SECTOR SPDR TR | | ENERGY | 24 | 25 | +1 | $2,306 | $2,244 | -$62 | 2024-08-12 |
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| Q2 2024 | JMBS
JANUS DETROIT STR TR | | HENDERSON MTG | 408 | 414 | +6 | $18,421 | $18,474 | +$53 | 2024-08-12 |
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| Q2 2024 | XLF
SELECT SECTOR SPDR TR | | FINANCIAL | 52 | 53 | +1 | $2,210 | $2,165 | -$45 | 2024-08-12 |
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| Q2 2024 | IVOL
KRANESHARES TRUST | | QUADRTC INT RT | 171 | 172 | +1 | $3,229 | $3,186 | -$43 | 2024-08-12 |
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| Q2 2024 | IXJ
ISHARES TR | | GLOB HLTHCRE ETF | 60 | 61 | +1 | $5,618 | $5,640 | +$22 | 2024-08-12 |
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| Q2 2024 | GNR
SPDR INDEX SHS FDS | | GLB NAT RESRCE | 18 | 19 | +1 | $1,061 | $1,041 | -$20 | 2024-08-12 |
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| Q2 2024 | KXI
ISHARES TR | | GLB CNSM STP ETF | 33 | 34 | +1 | $2,029 | $2,020 | -$9 | 2024-08-12 |
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| Q2 2024 | IQLT
ISHARES TR | | MSCI INTL QUALTY | 141 | 143 | +2 | $5,573 | $5,576 | +$3 | 2024-08-12 |
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| Q1 2024 | BIL
SPDR SER TR | | BLOOMBERG 1-3 MO | 658 | 1,741 | +1,083 | $60,135 | $159,824 | +$99,689 | 2024-04-26 |
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