Spire Wealth Management
Position in HEGD — Swan Hedged Equity US Large Cap ETF
CIK 1858740
MCLEAN, VA
Position in HEGD
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$43,743
-$903 QoQ
Shares Held
1,771
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Common Shares in HEGD Over Time
Shares Held
Position Value (USD)
All Filings in HEGD
Export CSV
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. | ||||||