Bartlett & Co Wealth Management’s State Street Galaxy Hedged Digital Asset Ecosystem ETF HECO Stock Holding History

Bartlett & Co Wealth Management’s Portfolio HECO Stock Details HECO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-150	Closed	-$4.71K	–	1272
2024 Q4	$4.71K	Buy	+150	New	+$5.1K	﹤0.01%	980

Other funds holding HECO

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bartlett & Co Wealth Management's HECO Position: Q1 2025 in Review

Bartlett & Co Wealth Management sold out of State Street Galaxy Hedged Digital Asset Ecosystem ETF (HECO) in Q1 2025, closing a stake of 150 shares — an estimated $4.71K sold.

Bartlett & Co Wealth Management first reported a position in HECO in Q4 2024 and held it in 1 quarter. The position peaked at $4.71K in Q4 2024. 3 funds tracked by Wall St. Rank hold HECO as of Q1 2025.

Bartlett & Co Wealth Management reported no remaining State Street Galaxy Hedged Digital Asset Ecosystem ETF position as of Q1 2025 after selling out during the quarter.
Bartlett & Co Wealth Management sold 150 State Street Galaxy Hedged Digital Asset Ecosystem ETF shares in Q1 2025, an estimated $4.71K.
Bartlett & Co Wealth Management first reported a position in State Street Galaxy Hedged Digital Asset Ecosystem ETF in Q4 2024 and held it in 1 quarter.
Bartlett & Co Wealth Management's State Street Galaxy Hedged Digital Asset Ecosystem ETF position peaked at $4.71K in Q4 2024.
3 funds tracked by Wall St. Rank held State Street Galaxy Hedged Digital Asset Ecosystem ETF as of Q1 2025.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2025, filed 24 Apr 2025.