SPWM
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Spartan Planning & Wealth Management’s Swan Hedged Equity US Large Cap ETF HEGD Stock Holding History

Spartan Planning & Wealth Management’s Portfolio HEGD Stock Details HEGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$7.67M Buy
326,419
+108,161
+50% +$2.54M 6.57% 2
2025
Q1 		$4.78M Buy
218,258
+17,790
+9% +$390K 4.63% 7
2024
Q4 		$4.49M Buy
+200,468
New +$4.49M 4.1% 7