Ownership history in SWMG, LLC · 9 quarters on record
This page tracks every 13F SEC filing in which SWMG, LLC reported a position in SPDR SER TR (SPSB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 675,184 | +74,290 | +12.4% | 5.67% | $20.4M | $29.99 |
| 2025 Q3 | ADDED | 600,894 | +124,152 | +26.0% | 5.51% | $18.2M | $29.64 |
| 2025 Q2 | REDUCED | 476,742 | -96,457 | -16.8% | 4.83% | $14.4M | $29.21 |
| 2025 Q1 | ADDED | 573,199 | +184,756 | +47.6% | 6.84% | $17.2M | $28.78 |
As of 2025 Q4 — sorted by position size