13F Filings History of Swan Global Investments, LLC

Latest 13F report
Q3 2025 - 07 Nov 2025
Value $
$2,261,265,605
Signature - Title
Brad Ackerman - Chief Compliance Officer
Location
Durango, CO
Summary
This page shows a list of all the recent 13F filings made by Swan Global Investments, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Swan Global Investments, LLC reported 60 stock holdings with total value $2,261,265,605 as of Q3 2025. Top holdings included SPY, IVV, XLK, PSMJ, and PSMR.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 60 $2,261,265,605 +$40,145,979 -$84,590,156 -$44,444,177 SPY, IVV, XLK, PSMJ, PSMR 13F-HR 07 Nov 2025, 11:19
Q2 2025 68 $2,160,005,204 +$86,431,592 -$81,189,215 +$5,242,377 SPY, IVV, XLK, PSMR, PSMD 13F-HR 29 Jul 2025, 15:58
Q1 2025 60 $1,970,399,230 +$70,396,241 -$94,823,417 -$24,427,176 SPY, IVV, XLK, PSMD, PSMO 13F-HR 13 May 2025, 10:49
Q4 2024 48 $2,068,559,125 +$60,517,763 -$96,169,552 -$35,651,789 SPY, IVV, XLK, PSMJ, HEGD 13F-HR 11 Feb 2025, 13:08
Q3 2024 39 $2,073,693,410 +$57,285,330 -$88,516,299 -$31,230,969 SPY, IVV, XLK, PSMJ, XLF 13F-HR 13 Nov 2024, 16:46
Q2 2024 35 $2,001,012,121 +$52,477,124 -$143,685,456 -$91,208,332 SPY, IVV, XLK, XLF, PSMD 13F-HR 12 Aug 2024, 14:02
Q1 2024 34 $2,031,126,360 +$65,740,384 -$110,374,935 -$44,634,551 SPY, IVV, XLK, XLF, XLV 13F-HR 09 May 2024, 14:19
Q4 2023 42 $3,082,535,881 +$40,943,708 -$199,310,233 -$158,366,525 SPY, IVV, XLK, XLF, XLV 13F-HR 12 Feb 2024, 16:31
Q3 2023 43 $3,122,235,961 +$951,989,394 -$85,096,771 +$866,892,623 SPY, IVV, XLK, XLV, XLF 13F-HR 14 Nov 2023, 09:39
Q2 2023 25 $2,361,024,885 -$292,529,624 -$292,529,624 SPY, XLK, XLV, XLF, XLY Restatement 15 Aug 2023, 14:31
Q1 2023 25 $2,505,909,000 +$49,527,797 -$123,389,366 -$73,861,569 SPY, XLK, XLV, XLF, XLY 13F-HR 08 May 2023, 15:44
Q4 2022 26 $2,553,383,000 +$90,369,678 -$694,867,105 -$604,497,427 SPY, XLK, XLV, XLF, XLY 13F-HR 10 Feb 2023, 15:12
Q3 2022 27 $3,126,447,000 +$29,196,201 -$67,279,016 -$38,082,815 SPY, XLK, XLV, XLY, XLF 13F-HR 08 Nov 2022, 10:03
Q2 2022 27 $3,338,468,000 +$710,939,669 -$254,405,236 +$456,534,433 SPY, XLK, XLV, XLF, XLY 13F-HR 09 Aug 2022, 15:03
Q1 2022 27 $3,198,181,000 +$58,888,073 -$1,058,442,439 -$999,554,366 SPY, XLK, XLV, XLY, XLF 13F-HR 10 May 2022, 11:09
Q4 2021 28 $4,061,232,000 +$35,909,385 -$1,080,617,978 -$1,044,708,593 SPY, XLK, XLV, XLY, XLF 13F-HR 11 Feb 2022, 12:36
Q3 2021 19 $1,708,352,000 +$2,906,353 -$89,939,420 -$87,033,067 SPY, XLK, XLV, XLY, XLF 13F-HR 12 Nov 2021, 12:15
Q2 2021 19 $1,804,396,000 +$15,837,147 -$63,246,640 -$47,409,493 SPY, XLK, XLV, XLY, XLF 13F-HR 12 Aug 2021, 10:28
Q1 2021 19 $1,714,766,000 +$1,007,210 -$231,849,951 -$230,842,741 SPY, XLK, XLV, XLY, XLF 13F-HR 11 May 2021, 15:53
Q4 2020 28 $2,610,312,000 +$62,986,528 -$1,387,336,315 -$1,324,349,787 SPY, XLK, XLV, XLY, XLC 13F-HR 09 Feb 2021, 10:38
Q3 2020 30 $3,431,295,000 +$623,414,911 -$318,282,337 +$305,132,574 SPY, XLK, XLV, XLY, XLC 13F-HR 10 Nov 2020, 13:28
Q2 2020 33 $2,975,552,000 +$20,305,536 -$794,850,058 -$774,544,522 SPY, XLK, XLV, XLC, XLY 13F-HR 12 Aug 2020, 12:03
Q1 2020 34 $3,264,209,000 +$260,802,250 -$1,010,736,713 -$749,934,463 SPY, XLK, XLV, XLC, XLY 13F-HR 11 May 2020, 12:55
Q4 2019 36 $4,659,058,000 +$513,870 -$1,303,440,267 -$1,302,926,397 SPY, XLK, XLV, XLB, XLC 13F-HR 12 Feb 2020, 15:00
Q3 2019 35 $5,457,501,000 +$695,722,126 -$308,771,085 +$386,951,041 SPY, XLK, XLB, XLV, XLI 13F-HR 08 Nov 2019, 15:00
Q2 2019 38 $5,104,086,000 +$747,448,849 -$2,068,063,708 -$1,320,614,859 SPY, XLB, XLK, XLP, XLY 13F-HR 12 Aug 2019, 16:07
Q1 2019 36 $5,988,556,000 +$1,303,984,492 -$446,417,287 +$857,567,205 SPY, XLK, XLY, XLI, XLV 13F-HR 14 May 2019, 15:41
Q4 2018 38 $4,795,643,000 +$1,193,545,314 -$277,079,978 +$916,465,336 SPY, XLV, XLU, XLB, XLY 13F-HR 11 Feb 2019, 16:16
Q3 2018 25 $4,515,730,000 +$452,990,399 -$561,383,244 -$108,392,845 SPY, XLK, XLV, XLY, XLC 13F-HR 14 Nov 2018, 11:46
Q2 2018 24 $4,407,981,000 +$34,026,009 -$192,646,322 -$158,620,313 SPY, XLK, XLY, XLV, XLE 13F-HR 07 Aug 2018, 15:59
Q1 2018 24 $4,372,891,000 +$43,914,210 -$15,630,867 +$28,283,343 SPY, XLY, XLK, XLV, XLI 13F-HR 10 May 2018, 11:46
Q4 2017 24 $4,526,716,000 +$77,924,981 -$128,507,294 -$50,582,313 SPY, XLI, XLY, XLB, XLE 13F-HR 12 Feb 2018, 12:28
Q3 2017 23 $4,319,649,000 +$241,203,081 -$559,659 +$240,643,422 SPY, XLV, XLB, XLI, XLK 13F-HR 07 Nov 2017, 14:30
Q2 2017 22 $3,947,956,000 +$315,534,751 -$56,867,097 +$258,667,654 SPY, XLV, XLI, XLB, XLP 13F-HR 14 Aug 2017, 13:52
Q1 2017 21 $3,620,904,000 +$415,029,595 +$415,029,595 SPY, XLK, XLV, XLU, XLY 13F-HR 12 May 2017, 12:59
Q4 2016 23 $3,105,942,000 +$168,668,292 -$27,462,803 +$141,205,489 SPY, XLK, XLE, XLI, XLU 13F-HR 02 Feb 2017, 14:46
Q3 2016 22 $2,845,050,000 +$237,864,856 -$25,217 +$237,839,639 SPY, XLK, XLI, XLE, XLB 13F-HR 03 Nov 2016, 10:56
Q2 2016 23 $2,579,056,000 +$250,054,042 -$7,116,195 +$242,937,847 SPY, XLU, XLE, XLP, XLK 13F-HR 10 Aug 2016, 14:55
Q1 2016 24 $2,316,604,000 +$128,931,483 -$23,444,308 +$105,487,175 SPY, XLB, XLI, XLK, XLE 13F-HR 13 May 2016, 12:32
Q4 2015 25 $2,231,410,000 +$74,576,963 -$13,040,631 +$61,536,332 SPY, XLV, XLK, XLP, XLY 13F-HR 11 Feb 2016, 11:17
Q3 2015 25 $2,051,043,000 +$181,226,878 -$11,429,093 +$169,797,785 SPY, XLU, XLY, XLP, XLK 13F-HR 13 Nov 2015, 13:48
Q2 2015 21 $2,026,534,000 +$193,088,178 -$2,159,784 +$190,928,394 SPY, XLV, XLY, XLK, XLF 13F-HR 12 Aug 2015, 16:00
Q1 2015 21 $1,877,580,000 +$272,229,699 -$15,698,307 +$256,531,392 SPY, XLV, XLY, XLK, XLF Restatement 15 May 2015, 15:03
Q4 2014 13 $1,642,401,000 +$121,134,484 -$427,962,889 -$306,828,405 SPY, XLV, XLF, XLU, XLK 13F-HR 11 Feb 2015, 15:47
Q3 2014 13 $1,452,306,000 +$228,311,613 +$228,311,613 SPY, XLV, XLK, XLF, XLB 13F-HR 03 Nov 2014, 09:45
Q2 2014 12 $1,196,936,000 +$169,559,055 +$169,559,055 SPY, XLV, XLE, XLI, XLB 13F-HR 12 Aug 2014, 14:23
Q1 2014 11 $995,633,599 +$492,937,557 +$492,937,557 SPY, XLV, XLI, XLF, XLY 13F-HR 12 May 2014, 11:54
Q4 2013 10 $505,656,000 $0 SPY, XLY, XLI, XLV, XLF 13F-HR 14 Feb 2014, 15:28