SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,757,702 shares; 2024Q4: 4,506,659 shares; 2025Q1: 4,352,005 shares; 2025Q2: 3,374,987 shares; 2025Q3: 3,919,359 shares; 2025Q4: 3,793,589 shares; 2026Q1: 3,296,538 shares; 2026Q2: 3,116,022 shares 3,116,022 $274M 23.61% -180,516 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,699,907 shares; 2024Q4: 5,940,696 shares; 2025Q1: 5,421,407 shares; 2025Q2: 4,136,950 shares; 2025Q3: 4,762,893 shares; 2025Q4: 4,406,021 shares; 2026Q1: 3,938,291 shares; 2026Q2: 3,730,413 shares 3,730,413 $188M 16.2% -207,878 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 232,896 shares; 2024Q4: 218,810 shares; 2025Q1: not reported; 2025Q2: 187,170 shares; 2025Q3: 176,851 shares; 2025Q4: 170,614 shares; 2026Q1: not reported; 2026Q2: 148,606 shares 148,606 $109M 9.43% new Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 771,407 shares; 2024Q4: 797,898 shares; 2025Q1: 778,212 shares; 2025Q2: 728,410 shares; 2025Q3: 701,695 shares; 2025Q4: 457,390 shares; 2026Q1: 607,509 shares; 2026Q2: 574,513 shares 574,513 $82.2M 7.08% -32,996 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,793,299 shares; 2024Q4: 1,769,660 shares; 2025Q1: 1,695,161 shares; 2025Q2: 1,309,169 shares; 2025Q3: 1,471,982 shares; 2025Q4: 1,018,624 shares; 2026Q1: 990,406 shares; 2026Q2: 940,036 shares 940,036 $48.7M 4.2% -50,370 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,436,307 shares; 2024Q4: 1,047,418 shares; 2025Q1: 1,054,278 shares; 2025Q2: 815,062 shares; 2025Q3: 1,005,482 shares; 2025Q4: 926,488 shares; 2026Q1: 861,902 shares; 2026Q2: 803,443 shares 803,443 $46.3M 3.99% -58,459 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 741,753 shares; 2024Q4: 755,727 shares; 2025Q1: 719,077 shares; 2025Q2: 661,677 shares; 2025Q3: 634,969 shares; 2025Q4: 862,586 shares; 2026Q1: 1,104,032 shares; 2026Q2: 1,067,068 shares 1,067,068 $44M 3.79% -36,964 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,902,968 shares; 2024Q4: 1,531,970 shares; 2025Q1: 1,444,360 shares; 2025Q2: 1,381,660 shares; 2025Q3: 1,334,916 shares; 2025Q4: 1,355,816 shares; 2026Q1: 1,365,116 shares; 2026Q2: 1,382,116 shares 1,382,116 $35.2M 3.03% +17,000 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 866,015 shares; 2026Q2: 824,315 shares 824,315 $34.5M 2.98% -41,700 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 811,668 shares; 2026Q2: 791,168 shares 791,168 $34.2M 2.95% -20,500 Timeline BKAG BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,548,495 shares; 2024Q4: 1,130,187 shares; 2025Q1: 1,070,342 shares; 2025Q2: 1,014,523 shares; 2025Q3: 1,011,360 shares; 2025Q4: 789,593 shares; 2026Q1: 785,210 shares; 2026Q2: 798,129 shares 798,129 $33.4M 2.88% +12,919 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 318,491 shares; 2024Q4: 310,691 shares; 2025Q1: 310,391 shares; 2025Q2: 285,591 shares; 2025Q3: 265,084 shares; 2025Q4: 807,075 shares; 2026Q1: 752,507 shares; 2026Q2: 661,418 shares 661,418 $26.6M 2.29% -91,089 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 264,926 shares; 2026Q1: 263,848 shares; 2026Q2: 269,366 shares 269,366 $24.7M 2.13% +5,518 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 934,719 shares; 2025Q1: 913,856 shares; 2025Q2: 890,856 shares; 2025Q3: 845,414 shares; 2025Q4: 1,124,115 shares; 2026Q1: 451,855 shares; 2026Q2: 411,777 shares 411,777 $21.3M 1.83% -40,078 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 294,251 shares; 2026Q2: 279,251 shares 279,251 $18.6M 1.6% -15,000 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 148,052 shares; 2024Q4: 143,502 shares; 2025Q1: 133,902 shares; 2025Q2: 126,302 shares; 2025Q3: 125,362 shares; 2025Q4: 180,229 shares; 2026Q1: 178,430 shares; 2026Q2: 180,704 shares 180,704 $18.3M 1.58% +2,274 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 412,569 shares; 2026Q2: 370,869 shares 370,869 $17.9M 1.54% -41,700 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 303,984 shares; 2026Q1: 304,802 shares; 2026Q2: 305,157 shares 305,157 $15.3M 1.32% +355 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 415,127 shares; 2025Q1: 394,027 shares; 2025Q2: 380,277 shares; 2025Q3: 363,981 shares; 2025Q4: 293,575 shares; 2026Q1: 297,345 shares; 2026Q2: 300,845 shares 300,845 $14.1M 1.21% +3,500 Timeline AGGH SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 457,457 shares; 2024Q4: 698,529 shares; 2025Q1: 669,925 shares; 2025Q2: 658,593 shares; 2025Q3: 627,405 shares; 2025Q4: 678,141 shares; 2026Q1: 687,642 shares; 2026Q2: 696,618 shares 696,618 $14.1M 1.21% +8,976 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 861,256 shares; 2024Q4: 864,924 shares; 2025Q1: 824,724 shares; 2025Q2: 774,924 shares; 2025Q3: 759,999 shares; 2025Q4: 615,253 shares; 2026Q1: 627,733 shares; 2026Q2: 630,233 shares 630,233 $14M 1.21% +2,500 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 233,697 shares; 2026Q1: 238,297 shares; 2026Q2: 237,297 shares 237,297 $11.4M 0.99% -1,000 Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 198,258 shares; 2024Q4: 192,862 shares; 2025Q1: 182,460 shares; 2025Q2: 175,660 shares; 2025Q3: 172,029 shares; 2025Q4: 172,629 shares; 2026Q1: 174,029 shares; 2026Q2: 174,729 shares 174,729 $8.76M 0.76% +700 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 209,253 shares; 2024Q4: 205,298 shares; 2025Q1: 191,765 shares; 2025Q2: 180,965 shares; 2025Q3: 180,932 shares; 2025Q4: 348,474 shares; 2026Q1: 355,410 shares; 2026Q2: 352,546 shares 352,546 $8.21M 0.71% -2,864 Timeline XCCC BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 159,172 shares; 2026Q1: 168,172 shares; 2026Q2: 167,872 shares 167,872 $6.09M 0.52% -300 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 460,349 shares; 2024Q4: 489,297 shares; 2025Q1: 464,892 shares; 2025Q2: 461,662 shares; 2025Q3: 463,117 shares; 2025Q4: 573,379 shares; 2026Q1: 133,733 shares; 2026Q2: 127,634 shares 127,634 $5.62M 0.48% -6,099 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 233,259 shares; 2025Q1: 233,132 shares; 2025Q2: 234,132 shares; 2025Q3: 222,280 shares; 2025Q4: 317,163 shares; 2026Q1: 71,692 shares; 2026Q2: 64,849 shares 64,849 $5.34M 0.46% -6,843 Timeline