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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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.29M Sell
294,970
-56,243
-16% -$1.42M 5.39% 7
2025
Q4 		$8.85M Buy
351,213
+9,880
+3% +$249K 6.53% 4
2025
Q3 		$8.51M Buy
341,333
+14,914
+5% +$359K 6.64% 3
2025
Q2 		$7.67M Buy
326,419
+108,161
+50% +$2.43M 6.57% 2
2025
Q1 		$4.78M Buy
218,258
+17,790
+9% +$401K 4.63% 7
2024
Q4 		$4.49M Buy
+200,468
New +$4.53M 4.1% 7

Other funds holding HEGD

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
TSS
Taylor Securities Services Harrisburg, Pennsylvania $214M AUM
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BFA
Blueprint Financial Advisors Greensboto, North Carolina $675M AUM 24.91% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
LC
Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return

Spartan Planning & Wealth Management's HEGD Position: Q1 2026 in Review

Spartan Planning & Wealth Management reduced its Swan Hedged Equity US Large Cap ETF (HEGD) stake by 16% in Q1 2026, selling an estimated $1.42M and leaving 294,970 shares worth $7.29M. The position accounts for 5.39% of the portfolio, ranked #7.

Spartan Planning & Wealth Management first reported a position in HEGD in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.85M in Q4 2025. 79 funds tracked by Wall St. Rank hold HEGD as of Q1 2026.

  • Spartan Planning & Wealth Management held 294,970 shares of Swan Hedged Equity US Large Cap ETF worth $7.29M as of Q1 2026.
  • Spartan Planning & Wealth Management sold 56,243 Swan Hedged Equity US Large Cap ETF shares in Q1 2026, an estimated $1.42M.
  • Swan Hedged Equity US Large Cap ETF made up 5.39% of Spartan Planning & Wealth Management's portfolio in Q1 2026, its #7 holding.
  • Spartan Planning & Wealth Management first reported a position in Swan Hedged Equity US Large Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • Spartan Planning & Wealth Management's Swan Hedged Equity US Large Cap ETF position peaked at $8.85M in Q4 2025.
  • 79 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q1 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.