SEC 13F Intelligence

Managers / Q4 2021 · view latest →

Gunma Bank,Ltd.

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

Reported Value
$114M
Q4 2021
Positions
43
Filings on Record
29
2019–present window
Filed
Feb 14, 2022
original filing

Summary

Gunma Bank,Ltd. reported $114M in U.S.-listed holdings across 43 positions for Q4 2021.

The portfolio is heavily concentrated: IYR alone accounts for 30.4% of reported value.

Compared with Q3 2021, the fund opened 15 new positions and exited 14.

Portfolio Metrics

Turnover
+24.4%
vs prior filed quarter
Top-10 Concentration
+85.6%
share of reported value
Largest Position
+30.4%
Ishares Tr
New / Exited
15 / 14
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% · $114M

Quarter-over-Quarter Changes full breakdown →

vs Q3 2021 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
XLISELECT SECTOR SPDR TRNEW+30.0K30.0K+$3M$3M
HDVISHARES TRNEW+31.0K31.0K+$3M$3M
IDVISHARES TRNEW+100.0K100.0K+$3M$3M
EZUISHARES INCNEW+63.0K63.0K+$3M$3M
RWRSPDR SER TRNEW+18.0K18.0K+$2M$2M
SPHQINVESCO EXCHANGE TRADED FD TNEW+40.0K40.0K+$2M$2M
SDYSPDR SER TRNEW+16.0K16.0K+$2M$2M
SCHFSCHWAB STRATEGIC TRNEW+53.0K53.0K+$2M$2M

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

Holdings — Q4 2021

18 positions
#IssuerClass% PortfolioValueShares
1IYRISHARES TRU.S. REAL ES ETF · GLOBAL REIT ETF · U.S. MED DVC ETF · SP 500 VAL ETF · CORE SP500 ETF · SELECT DIVID ETF · CORE HIGH DV ETF · INTL SEL DIV ETF · CORE DIV GRWTH · MSCI USA QLT FCT · EAFE VALUE ETF30.41%$35M515.7K
2XLRESELECT SECTOR SPDR TRRL EST SEL SEC · SBI INT-INDS · SBI HEALTHCARE · ENERGY · TECHNOLOGY11.39%$13M174.5K
3VNQVANGUARD INDEX FDSREAL ESTATE ETF · SP 500 ETF SHS · TOTAL STK MKT · GROWTH ETF9.35%$11M58.0K
4EWAISHARES INCMSCI AUST ETF · MSCI EURZONE ETF · MSCI GERMANY ETF8.91%$10M329.0K
5RWRSPDR SER TRDJ REIT ETF · PRTFLO SP500 VL · SP DIVID ETF · PRTFLO SP500 HI7.33%$8M132.0K
6SCHHSCHWAB STRATEGIC TRUS REIT ETF · INTL EQTY ETF · US LRG CAP ETF5.53%$6M113.0K
7FEZSPDR INDEX SHS FDShistory →EURO STOXX 503.63%$4M89.0K
8SPHQINVESCO EXCHANGE TRADED FD TSP500 QUALITY · SP500 EQL WGT3.57%$4M52.0K
9QQQINVESCO QQQ TRhistory →UNIT SER 12.75%$3M7.9K
10VYMVANGUARD WHITEHALL FDShistory →HIGH DIV YLD2.75%$3M28.0K
11VGKVANGUARD INTL EQUITY INDEX Fhistory →FTSE EUROPE ETF2.69%$3M45.0K
12VEAVANGUARD TAX-MANAGED INTL FDhistory →FTSE DEV MKT ETF2.68%$3M60.0K
13DIASPDR DOW JONES INDL AVERAGEhistory →UT SER 11.91%$2M6.0K
14VIGVANGUARD SPECIALIZED FUNDShistory →DIV APP ETF1.80%$2M12.0K
15MOATVANECK ETF TRUSThistory →MRNGSTR WDE MOAT1.80%$2M27.0K
16NOBLPROSHARES TRhistory →SP 500 DV ARIST1.55%$2M18.0K
17VGTVANGUARD WORLD FDShistory →INF TECH ETF1.00%$1M2.5K
18SPHDINVESCO EXCH TRADED FD TR IISP500 HDL VOL0.95%$1M24.0K

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 ↗.