SWM
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Spire Wealth Management’s Swan Hedged Equity US Large Cap ETF HEGD Stock Holding History

Spire 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 		$47.2K Hold
1,771
– – ﹤0.01% 1192
2026
Q1 		$43.7K Hold
1,771
– – ﹤0.01% 1204
2025
Q4 		$44.7K Buy
1,771
+3
+0.2% +$76 ﹤0.01% 1217
2025
Q3 		$44.1K Hold
1,768
– – ﹤0.01% 1280
2025
Q2 		$41.6K Hold
1,768
– – ﹤0.01% 1270
2025
Q1 		$38.7K Sell
1,768
-859
-33% -$19.3K ﹤0.01% 1373
2024
Q4 		$58.8K Buy
2,627
+7
+0.3% +$158 ﹤0.01% 1224
2024
Q3 		$58.3K Hold
2,620
– – ﹤0.01% 1086
2024
Q2 		$55.7K Sell
2,620
-64,591
-96% -$1.33M ﹤0.01% 1078
2024
Q1 		$1.39M Buy
67,211
+61
+0.1% +$1.22K 0.03% 301
2023
Q4 		$1.31M Sell
67,150
-4,941
-7% -$92K 0.04% 302
2023
Q3 		$1.31M Buy
72,091
+734
+1% +$13.6K 0.05% 278
2023
Q2 		$1.32M Buy
71,357
+206
+0.3% +$3.68K 0.05% 294
2023
Q1 		$1.25M Buy
71,151
+70,936
+32,993% +$1.24M 0.05% 307
2022
Q4 		$4K Hold
215
– – ﹤0.01% 1890
2022
Q3 		$4K Hold
215
– – ﹤0.01% 1790
2022
Q2 		$4K Sell
215
-4,002
-95% -$70.7K ﹤0.01% 2190
2022
Q1 		$79K Buy
+4,217
New +$78.4K ﹤0.01% 1262

Other funds holding HEGD

FD
Financial Designs Claremont, California $187M AUM 14.59% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

Spire Wealth Management's HEGD Position: Q2 2026 in Review

Spire Wealth Management held its Swan Hedged Equity US Large Cap ETF (HEGD) position steady in Q2 2026 at 1,771 shares worth $47.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1192.

Spire Wealth Management first reported a position in HEGD in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.39M in Q1 2024. 7 funds tracked by Wall St. Rank hold HEGD as of Q2 2026.

  • Spire Wealth Management held 1,771 shares of Swan Hedged Equity US Large Cap ETF worth $47.2K as of Q2 2026.
  • Spire Wealth Management left its Swan Hedged Equity US Large Cap ETF share count unchanged in Q2 2026.
  • Swan Hedged Equity US Large Cap ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1192 holding.
  • Spire Wealth Management first reported a position in Swan Hedged Equity US Large Cap ETF in Q1 2022 and has held it in 18 quarters since.
  • Spire Wealth Management's Swan Hedged Equity US Large Cap ETF position peaked at $1.39M in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.