Citadel Advisors’s SWP Growth & Income ETF SWP Stock Holding History

Citadel Advisors’s Portfolio SWP Stock Details SWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-8,069	Closed	-$223K	–	14437
2025 Q3	$223K	Buy	+8,069	New	+$220K	﹤0.01%	11032
2025 Q2	–	Sell	-9,599	Closed	-$235K	–	15623
2025 Q1	$235K	Buy	+9,599	New	+$246K	﹤0.01%	10129

Other funds holding SWP

SWP

Strategic Wealth Partners Independence, Ohio $1.44B AUM 21.2% 1-Year Est. Return

BLFG

Brian Low Financial Group Baton Rouge, Louisiana $147M AUM 24.82% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citadel Advisors's SWP Position: Q4 2025 in Review

Citadel Advisors sold out of SWP Growth & Income ETF (SWP) in Q4 2025, closing a stake of 8,069 shares — an estimated $223K sold.

Citadel Advisors first reported a position in SWP in Q1 2025 and held it in 2 quarters. The position peaked at $235K in Q1 2025. 5 funds tracked by Wall St. Rank hold SWP as of Q4 2025.

Citadel Advisors reported no remaining SWP Growth & Income ETF position as of Q4 2025 after selling out during the quarter.
Citadel Advisors sold 8,069 SWP Growth & Income ETF shares in Q4 2025, an estimated $223K.
Citadel Advisors first reported a position in SWP Growth & Income ETF in Q1 2025 and held it in 2 quarters.
Citadel Advisors's SWP Growth & Income ETF position peaked at $235K in Q1 2025.
5 funds tracked by Wall St. Rank held SWP Growth & Income ETF as of Q4 2025.

Based on Citadel Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.