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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
Q2 		$8.23M Buy
308,649
+13,679
+5% +$359K 5.48% 5
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

TSS
Taylor Securities Services Harrisburg, Pennsylvania $246M AUM
BIP
Blueprint Investment Partners Greensboro, North Carolina $1.2B AUM 35.77% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
BFA
Blueprint Financial Advisors Greensboto, North Carolina $900M AUM 38.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
LOWM
Laurel Oak Wealth Management Marlton, New Jersey $687M AUM

Spartan Planning & Wealth Management's HEGD Position: Q2 2026 in Review

Spartan Planning & Wealth Management increased its Swan Hedged Equity US Large Cap ETF (HEGD) stake by 4.6% in Q2 2026, buying an estimated $359K and bringing the position to 308,649 shares worth $8.23M. The position accounts for 5.48% of the portfolio, ranked #5.

Spartan Planning & Wealth Management first reported a position in HEGD in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.85M in Q4 2025. 84 funds tracked by Wall St. Rank hold HEGD as of Q2 2026.

  • Spartan Planning & Wealth Management held 308,649 shares of Swan Hedged Equity US Large Cap ETF worth $8.23M as of Q2 2026.
  • Spartan Planning & Wealth Management bought 13,679 Swan Hedged Equity US Large Cap ETF shares in Q2 2026, an estimated $359K.
  • Swan Hedged Equity US Large Cap ETF made up 5.48% of Spartan Planning & Wealth Management's portfolio in Q2 2026, its #5 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 7 quarters since.
  • Spartan Planning & Wealth Management's Swan Hedged Equity US Large Cap ETF position peaked at $8.85M in Q4 2025.
  • 84 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q2 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.