SEC 13F Intelligence

Managers / Q2 2021 · view latest →

Gunma Bank,Ltd.

CIK 0001549449 · 194,MOTOSOJAMACHI, MAEBASHI, GUNMA, M0, 371-8611 · 827-254-3737

Reported Value
$151M
Q2 2021
Positions
45
Filings on Record
29
2019–present window
Filed
Aug 5, 2021
original filing

Summary

Gunma Bank,Ltd. reported $151M in U.S.-listed holdings across 45 positions for Q2 2021.

The portfolio is heavily concentrated: IYR alone accounts for 30.3% of reported value.

Compared with Q1 2021, the fund opened 18 new positions and exited 9.

Portfolio Metrics

Turnover
+34.9%
vs prior filed quarter
Top-10 Concentration
+86.5%
share of reported value
Largest Position
+30.3%
Ishares Tr
New / Exited
18 / 9
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $87MQ4 ’18Q1 ’19: $99MQ2 ’19: $101MQ3 ’19: $105MQ4 ’19: $105MQ4 ’19Q1 ’20: $125MQ2 ’20: $97MQ3 ’20: $126MQ4 ’20: $110MQ4 ’20Q1 ’21: $175MQ2 ’21: $151MQ3 ’21: $180MQ4 ’21: $114MQ4 ’21Q1 ’22: $42MQ2 ’22: $236MQ3 ’22: $164MQ4 ’22: $201MQ4 ’22Q1 ’23: $227MQ2 ’23: $148MQ3 ’23: $137MQ4 ’23: $103MQ4 ’23Q1 ’24: $190MQ2 ’24: $120MQ3 ’24: $243MQ4 ’24: $303MQ4 ’24Q1 ’25: $310MQ2 ’25: $306MQ3 ’25: $319Mfilingsflow.com

Portfolio Composition

By security type
ETP: 100.0%
  • ETP · 100.0% · $151M

Quarter-over-Quarter Changes full breakdown →

vs Q1 2021 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
SPYDSPDR SER TRNEW+102.0K102.0K+$4M$4M
IHIISHARES TRNEW+9.0K9.0K+$3M$3M
VXUSVANGUARD STAR FDSNEW+48.0K48.0K+$3M$3M
SPYSPDR SP 500 ETF TRNEW+7.0K7.0K+$3M$3M
VEAVANGUARD TAX-MANAGED INTL FDNEW+58.0K58.0K+$3M$3M
QUALISHARES TRNEW+22.0K22.0K+$3M$3M
DIASPDR DOW JONES INDL AVERAGENEW+8.4K8.4K+$3M$3M
HDVISHARES TRNEW+30.0K30.0K+$3M$3M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q2 2021

18 positions
#IssuerClass% PortfolioValueShares
1IYRISHARES TRU.S. REAL ES ETF · SELECT DIVID ETF · U.S. MED DVC ETF · GLOBAL REIT ETF · SP 500 VAL ETF · MSCI USA QLT FCT · CORE HIGH DV ETF · RUS 1000 VAL ETF · INTL SEL DIV ETF · EXPANDED TECH · SP 100 ETF · CORE SP500 ETF · CORE SP US VLU · CORE DIV GRWTH · MSCI USA VALUE · COHEN STEER REIT30.27%$46M531.0K
2EWAISHARES INCMSCI AUST ETF · MSCI GERMANY ETF12.93%$20M730.0K
3VNQVANGUARD INDEX FDSREAL ESTATE ETF · VALUE ETF · GROWTH ETF · TOTAL STK MKT8.86%$13M99.3K
4XLUSELECT SECTOR SPDR TRSBI INT-UTILS · SBI HEALTHCARE · TECHNOLOGY8.28%$13M134.9K
5SPYDSPDR SER TRPRTFLO SP500 HI · PRTFLO SP500 VL · SP DIVID ETF7.37%$11M227.5K
6SCHXSCHWAB STRATEGIC TRUS LRG CAP ETF · US DIVIDEND EQ · US LCAP VA ETF5.35%$8M98.5K
7VGKVANGUARD INTL EQUITY INDEX FFTSE EUROPE ETF · ALLWRLD EX US · TT WRLD ST ETF4.47%$7M97.0K
8VYMVANGUARD WHITEHALL FDShistory →HIGH DIV YLD4.02%$6M58.0K
9VPUVANGUARD WORLD FDShistory →UTILITIES ETF2.84%$4M31.0K
10VIGVANGUARD SPECIALIZED FUNDShistory →DIV APP ETF2.12%$3M20.7K
11VXUSVANGUARD STAR FDShistory →VG TL INTL STK F2.08%$3M48.0K
12SPYSPDR SP 500 ETF TRhistory →TR UNIT1.98%$3M7.0K
13VEAVANGUARD TAX-MANAGED INTL FDhistory →FTSE DEV MKT ETF1.97%$3M58.0K
14DIASPDR DOW JONES INDL AVERAGEhistory →UT SER 11.91%$3M8.4K
15QQQINVESCO QQQ TRhistory →UNIT SER 11.45%$2M6.2K
16RSPINVESCO EXCHANGE TRADED FD Thistory →SP500 EQL WGT1.39%$2M14.0K
17FEZSPDR INDEX SHS FDShistory →EURO STOXX 501.36%$2M44.0K
18SPHDINVESCO EXCH TRADED FD TR IIhistory →SP500 HDL VOL1.34%$2M46.0K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q3 2025$319M31Nov 6, 202513F-HRchanges · EDGAR ↗
Q2 2025$306M30Jul 15, 202513F-HRchanges · EDGAR ↗
Q1 2025$310M33May 8, 202513F-HRchanges · EDGAR ↗
Q4 2024$303M33Jan 29, 202513F-HRchanges · EDGAR ↗
Q3 2024$243M32Nov 7, 202413F-HRchanges · EDGAR ↗
Q2 2024$120M22Jul 24, 202413F-HRchanges · EDGAR ↗
Q1 2024$190M25Apr 24, 202413F-HRchanges · EDGAR ↗
Q4 2023$103M21Jan 23, 202413F-HRchanges · EDGAR ↗
Q3 2023$137M27Oct 26, 202313F-HRchanges · EDGAR ↗
Q2 2023$148M25Jul 25, 202313F-HRchanges · EDGAR ↗
Q1 2023$227M40Apr 20, 202313F-HRchanges · EDGAR ↗
Q4 2022$201M45Jan 24, 202313F-HRchanges · EDGAR ↗
Q3 2022$164M44Nov 10, 202213F-HRchanges · EDGAR ↗
Q2 2022$236M48Jul 20, 202213F-HRchanges · EDGAR ↗
Q1 2022$42M8Apr 22, 202213F-HRchanges · EDGAR ↗
Q4 2021$114M43Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$180M42Nov 10, 202113F-HRchanges · EDGAR ↗
Q2 2021$151M45Aug 5, 202113F-HRchanges · EDGAR ↗
Q1 2021$175M36May 12, 202113F-HRchanges · EDGAR ↗
Q4 2020$110M16Feb 12, 2021RESTATEMENTchanges · EDGAR ↗
Q3 2020$126M17Oct 28, 202013F-HRchanges · EDGAR ↗
Q2 2020$97M13Jul 22, 202013F-HRchanges · EDGAR ↗
Q1 2020$125M12May 12, 202013F-HRchanges · EDGAR ↗
Q4 2019$105M9Feb 5, 202013F-HRchanges · EDGAR ↗
Q3 2019$105M9Nov 7, 201913F-HRchanges · EDGAR ↗
Q2 2019$101M9Aug 7, 201913F-HRchanges · EDGAR ↗
Q1 2019$99M9May 10, 201913F-HRchanges · EDGAR ↗
Q4 2018$87M9Feb 7, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.