account_balance
Investment manager · 13F filer · SEC CIK 1591505
Swan Global Investments, LLC
Follow Swan Global Investments
Email when they file new holdings (about 4 times a year) or take a 5%+ stake in a company. Free.
Reported value$2.24Bas of Sep 30, 2026
Positions84 7 new, 10 sold out
Top 10 weight80.6%SPY alone is 37%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYSPDR S&P 500 ETF Trust
37.0%
IVViShares Tr
17.5%Trimmed −6%
XLKSelect Sector SPDR Tr
4.8%
PSMJPacer FDS Tr
4.1%Added +14%
PSMOPacer FDS Tr
4.1%Added +4%
PSMDPacer FDS Tr
3.6%
PSMRPacer FDS Tr
3.5%
PSCWPacer FDS Tr
2.3%
PSCQPacer FDS Tr
1.9%
HEGD1.8%
PSCJ1.6%
PSFJ
SPYSPDR S&P 500 ETF Trust
37.0%
IVViShares Tr
17.5%−6%
XLK4.8%
PSMJ4.1%
PSMO4.1%
PSMD3.6%
PSMR3.5%
PSCW
PSCQ1.9%
HEGD
PSCJ
PSFJ
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPY SPDR S&P 500 ETF Trust 37.0% Held
IVV iShares Tr 17.5% Trimmed −6%
XLK Select Sector SPDR Tr 4.8% Held
PSMJ Pacer FDS Tr 4.1% Added +14%
PSMO Pacer FDS Tr 4.1% Added +4%
PSMD Pacer FDS Tr 3.6% Held
PSMR Pacer FDS Tr 3.5% Held
PSCW Pacer FDS Tr 2.3% Held
PSCQ Pacer FDS Tr 1.9% Held
HEGD Listed Fd Tr 1.8% Trimmed −5%
PSCJ Pacer FDS Tr 1.6% Held
PSFJ Pacer FDS Tr 1.5% Added +30%
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.