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HI
Hyundai Investments Portfolio holdings
AUM
$92.3M
1-Year Est. Return
0.12%
This Fund
S&P 500
This Quarter
Est. Return
+2.15%
1 Year Est. Return
+0.12%
3 Year Est. Return
-74.84%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$92.3M
AUM Growth
+$3.57M
(+4%)
Cap. Flow
+$670K
Cap. Flow
% of AUM
0.73%
Top 10 Holdings %
Top 10 Hldgs %
59.21%
Holding
73
New
1
Increased
55
Reduced
16
Closed
1
Avg Time Held Equity + Options
2.2
quarters
Top 10 Avg Time Held Equity + Options
2.5
quarters
Top 20 Avg Time Held Equity + Options
1.5
quarters
Avg Time Held Equity only
2.2
quarters
Top 10 Avg Time Held Equity only
2.5
quarters
Top 20 Avg Time Held Equity only
1.5
quarters
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street Communication Services Select Sector SPDR ETF
XLC
|
+$582K |
| 2 |
State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
|
+$407K |
| 3 |
iShares MSCI Emerging Markets ETF
EEM
|
+$391K |
| 4 |
iShares MBS ETF
MBB
|
+$371K |
| 5 |
State Street SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
|
+$356K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$4.15M |
| 2 |
SPDR Gold Trust
GLD
|
+$2.45M |
| 3 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
+$1.4M |
| 4 |
Leatherback Long/Short Alternative Yield ETF
LBAY
|
+$861K |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
+$610K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Real Estate | 51.87% |
| 2 | Miscellaneous | 48.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
51
State Street SPDR S&P International Dividend ETF
DWX
$506M
| $584K | 0.63% |
12,662
+7,047
| +126% | +$328K |
2025 Q4
2 quarters
|
|
52
Invesco BuyBack Achievers ETF
PKW
$1.69B
| $580K | 0.63% |
4,076
+632
| +18% | +$86.9K |
2025 Q4
2 quarters
|
|
53
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$20B
| $579K | 0.63% |
11,512
+6,997
| +155% | +$352K |
2025 Q4
2 quarters
|
|
54
State Street Consumer Staples Select Sector SPDR ETF
XLP
$13.3B
| $579K | 0.63% |
6,860
+1,552
| +29% | +$130K |
2025 Q4
2 quarters
|
|
55
Global X S&P 500 Covered Call ETF
XYLD
$3.41B
| $578K | 0.63% |
14,225
+6,207
| +77% | +$250K |
2025 Q4
2 quarters
|
|
|
56
State Street SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
$2.07B
| $574K | 0.62% |
30,278
+18,599
| +159% | +$356K |
2025 Q4
2 quarters
|
|
57
State Street Health Care Select Sector SPDR ETF
XLV
$43.1B
| $573K | 0.62% |
3,566
+1,512
| +74% | +$225K |
2025 Q4
2 quarters
|
|
58
State Street SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
$457M
| $572K | 0.62% |
14,543
+5,841
| +67% | +$235K |
2025 Q4
2 quarters
|
|
59
iShares MSCI Intl Quality Factor ETF
IQLT
$13.7B
| $571K | 0.62% |
11,576
+7,073
| +157% | +$346K |
2025 Q4
2 quarters
|
|
60
iShares MSCI EAFE Growth ETF
EFG
$15.2B
| $570K | 0.62% |
4,624
+2,838
| +159% | +$342K |
2025 Q4
2 quarters
|
|
61
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11B
| $569K | 0.62% |
10,095
+4,891
| +94% | +$265K |
2025 Q4
2 quarters
|
|
62
iShares MSCI Intl Momentum Factor ETF
IMTM
$4.32B
| $568K | 0.62% |
10,754
+6,412
| +148% | +$335K |
2025 Q4
2 quarters
|
|
63
State Street Materials Select Sector SPDR ETF
XLB
$7.87B
| $566K | 0.61% |
11,181
+963
| +9% | +$49.4K |
2025 Q4
2 quarters
|
|
64
Invesco S&P 500 Low Volatility ETF
SPLV
$6.98B
| $564K | 0.61% |
7,455
+4,040
| +118% | +$298K |
2025 Q4
2 quarters
|
|
65
iShares S&P 500 Value ETF
IVE
$48.8B
| $563K | 0.61% |
2,478
+825
| +50% | +$184K |
2025 Q4
2 quarters
|
|
66
iShares Emerging Markets Dividend ETF
DVYE
$1.22B
| $559K | 0.61% |
17,311
+9,497
| +122% | +$326K |
2025 Q4
2 quarters
|
|
67
Invesco Global Listed Private Equity ETF
PSP
$212M
| $556K | 0.6% |
10,112
-7,517
| -43% | -$446K |
2025 Q4
2 quarters
|
|
68
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.32B
| $553K | 0.6% |
4,590
+2,734
| +147% | +$330K |
2025 Q4
2 quarters
|
|
|
69
State Street Communication Services Select Sector SPDR ETF
XLC
$23.2B
| $551K | 0.6% |
+5,106
| New | +$582K |
2026 Q2
0 quarters
|
|
70
iShares MSCI EAFE Value ETF
EFV
$30.5B
| $546K | 0.59% |
7,136
+4,521
| +173% | +$350K |
2025 Q4
2 quarters
|
|
71
State Street Energy Select Sector SPDR ETF
XLE
$40.2B
| $525K | 0.57% |
9,792
+879
| +10% | +$50.3K |
2025 Q4
2 quarters
|
|
72
Invesco Bloomberg Pricing Power ETF
POWA
$166M
| $514K | 0.56% |
5,804
+664
| +13% | +$58.3K |
2025 Q4
2 quarters
|
|
|
73
CALL
State Street Communication Services Select Sector SPDR ETF
XLC
$23.2B
| – | – |
-4,252
| Closed | -$459K | – |
|
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JBL
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GSC
FA
Hyundai Investments's Q2 2026 Portfolio in Review
As of Q2 2026, Hyundai Investments held 73 positions worth $92.3M, up 4% from $88.7M the previous quarter. Its ten largest holdings account for 59% of the portfolio.
Trading was light in Q2 2026: portfolio turnover was 2.7%. Hyundai Investments opened 1 new position and exited 1, leaving the 73-position portfolio largely intact.
By sector, the portfolio is most concentrated in Real Estate at 52% of assets, down from 55% a quarter earlier, followed by Miscellaneous.
- Hyundai Investments's largest Q2 2026 buy was State Street Communication Services Select Sector SPDR ETF: 5,106 shares worth $551K.
- Hyundai Investments added most to State Street SPDR S&P Emerging Markets Small Cap ETF in Q2 2026, an estimated $407K increase.
- Hyundai Investments's biggest Q2 2026 reduction was State Street Technology Select Sector SPDR ETF, cutting an estimated $4.15M.
- Hyundai Investments's ten largest holdings make up 59% of its $92.3M portfolio in Q2 2026.
- Hyundai Investments opened 1 new position and closed 1 in Q2 2026.
- Hyundai Investments's portfolio value rose 4% quarter-over-quarter to $92.3M.
Based on Hyundai Investments's 13F filing for Q2 2026, filed 14 Aug 2026.