Tevis Investment Management quarter change: USA ETF, Sold out
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Tevis Investment Management opened 4 positions, added to 1, reduced 1, sold out of 5 and left 2 unchanged. The largest increase in value was CSRE (+$705,044); the largest decrease was GBIL (-$5,221,284).
- CSRE: Country of operation —; Class REAL ESTATE ACTI; Shares 2026-03-31 27,653; Shares 2026-06-30 0.
- SPYG: Country of operation —; Class STATE STREET SPD; Shares 2026-03-31 4,150; Shares 2026-06-30 0.
- SPDW: Country of operation —; Class STATE STREET SPD; Shares 2026-03-31 5,895; Shares 2026-06-30 0.
- XLE: Country of operation —; Class STATE STREET ENE; Shares 2026-03-31 4,089; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 1940416): 2026-03-31 (filed 2026-05-04) and 2026-06-30 (filed 2026-08-06). 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; share change is the position change.
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