Spire Wealth Management
Position in HEGD — Swan Hedged Equity US Large Cap ETF
CIK 1858740
MCLEAN, VA
All Filings in HEGD
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $43,743 | 1,771 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $44,646 | 1,771 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $44,058 | 1,768 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $41,548 | 1,768 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $38,719 | 1,768 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $58,844 | 2,627 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $58,321 | 2,620 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $55,727 | 2,620 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,393,284 | 67,211 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,310,768 | 67,150 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,305,928 | 72,091 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,320,461 | 71,357 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,251,901 | 71,151 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $3,690 | 215 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $3,616 | 215 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $3,663 | 215 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $78,857 | 4,217 | Shares | Sole | 2022-04-18 | |
| No filing history on record for this holder in this stock. | ||||||