Sweeney & Michel
SHLD icon

Sweeney & Michel’s Global X Defense Tech ETF SHLD Stock Holding History

Sweeney & Michel’s Portfolio SHLD Stock Details SHLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$301K Hold
5,017
– – 0.08% 126
2026
Q2 		$346K Buy
5,017
+10
+0.2% +$666 0.09% 118
2026
Q1 		$373K Buy
5,007
+1,250
+33% +$93.1K 0.11% 105
2025
Q4 		$268K Buy
3,757
+256
+7% +$16.9K 0.08% 126
2025
Q3 		$238K Buy
+3,501
New +$220K 0.08% 122

Other funds holding SHLD

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Global X Japan
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return
Ascent Group
Ascent Group Virginia Beach, Virginia $3.34B AUM 20.18% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
HC
Henshaw Capital Woburn, Massachusetts $3.23B AUM 32.78% 1-Year Est. Return

Sweeney & Michel's SHLD Position: Q3 2026 in Review

Sweeney & Michel held its Global X Defense Tech ETF (SHLD) position steady in Q3 2026 at 5,017 shares worth $301K. The position accounts for 0.08% of the portfolio, ranked #126.

Sweeney & Michel first reported a position in SHLD in Q3 2025 and has held it in 5 quarters since. The position peaked at $373K in Q1 2026. 392 funds tracked by Wall St. Rank hold SHLD as of Q3 2026.

  • Sweeney & Michel held 5,017 shares of Global X Defense Tech ETF worth $301K as of Q3 2026.
  • Sweeney & Michel left its Global X Defense Tech ETF share count unchanged in Q3 2026.
  • Global X Defense Tech ETF made up 0.08% of Sweeney & Michel's portfolio in Q3 2026, its #126 holding.
  • Sweeney & Michel first reported a position in Global X Defense Tech ETF in Q3 2025 and has held it in 5 quarters since.
  • Sweeney & Michel's Global X Defense Tech ETF position peaked at $373K in Q1 2026.
  • 392 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q3 2026.

Based on Sweeney & Michel's 13F filing for Q3 2026, filed 16 Oct 2026.