HART & PATTERSON FINANCIAL GROUP LLC SEIV — SEI EXCHANGE TRADED FUNDS

Ownership history in HART & PATTERSON FINANCIAL GROUP LLC  ·  4 quarters on record

AI Ownership Summary

HART & PATTERSON FINANCIAL GROUP LLC reported SEI EXCHANGE TRADED FUNDS (SEIV) in 4 quarterly 13F filings from 2024 Q1 through 2024 Q4. Peak portfolio weight reached 4.0% in 2024 Q1. The latest visible filing shows SEIV at 3.88% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SEIV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HART & PATTERSON FINANCIAL GROUP LLC's position in SEI EXCHANGE TRADED FUNDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q4

SEIV was reported at 3.88% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.0% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2024 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SEIV stock page HART & PATTERSON FINANCIAL GROUP LLC fund profile HART & PATTERSON FINANCIAL GROUP LLC full holdings
How HART & PATTERSON FINANCIAL GROUP LLC held SEIV — position size vs. price
% of Fund (quarterly)    SEIV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q4 REDUCED — — — 240,780 -12,108 -4.8% 3.88% $8.0M 2025-02-14 (Est.) $33.69
2024 Q3 REDUCED — — — 252,888 -6,010 -2.3% 3.95% $8.3M 2024-10-10 $32.01
2024 Q2 REDUCED — — — 258,898 -2,235 -0.9% 3.99% $8.1M 2024-07-16 $31.43
2024 Q1 INITIATED — — — 261,133 — — 4.00% $8.1M 2024-04-16 $28.29

🏢 Other funds also holding SEIV

As of 2026 Q1 — sorted by position size

SUMMIT WEALTH GROUP LLC / CO 11.98% S&T BANK/PA 3Y 7Y 6.49% K2 Financial Inc. 3.73% COMPASS CAPITAL CORP /MA/ /ADV 0.63% SEI INVESTMENTS CO 3Y 7Y 0.57% Cassady Wealth & Retirement Planning, LLC 0.57% Lynx Investment Advisory 0.44% TBH Global Asset Management, LLC 3Y 0.28% Accelerate Investment Advisors LLC 0.24% Stewardship Advisors, LLC 3Y 0.24%

FAQ About HART & PATTERSON FINANCIAL GROUP LLC and SEIV

These are the practical questions this page is built to answer before you even open the full history table.

How long has HART & PATTERSON FINANCIAL GROUP LLC reported owning SEIV?

HART & PATTERSON FINANCIAL GROUP LLC reported SEIV across 4 quarterly 13F filings, from 2024 Q1 through 2024 Q4.

What was the largest reported SEIV position in HART & PATTERSON FINANCIAL GROUP LLC's portfolio?

The largest reported portfolio weight for SEIV was 4.00% in 2024 Q1.

What is the latest reported SEIV position on this page?

The most recent filing on this page is 2024 Q4, when HART & PATTERSON FINANCIAL GROUP LLC reported 240,780 shares, equal to 3.88% of portfolio, with an estimated market value of $8.0M.

What does the chart on this SEIV ownership page compare?

The chart compares HART & PATTERSON FINANCIAL GROUP LLC's quarterly SEIV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did HART & PATTERSON FINANCIAL GROUP LLC time their SEIV position?

Based on 13F filing dates vs. subsequent SEIV price moves, HART & PATTERSON FINANCIAL GROUP LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on SEIV relative to SPY over the holding period was -3.1%.

← Back to HART & PATTERSON FINANCIAL GROUP LLC Holdings