MLPA GLOBAL X MLP ETF

Ownership history in SWS Partners  ·  21 quarters on record

AI Ownership Summary

SWS Partners reported GLOBAL X MLP ETF (MLPA) in 21 quarterly 13F filings from 2023 Q3 through 2025 Q3. Peak portfolio weight reached 0.27% in 2023 Q3. The latest visible filing shows MLPA at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MLPA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SWS Partners's position in GLOBAL X MLP ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

MLPA was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.27% in 2023 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How SWS Partners held MLPA — position size vs. price
% of Fund (quarterly)    MLPA price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 4,431 0% 0.05% $215K 2025-10-16 $45.28
2025 Q2 REDUCED 4,431 -610 -12.1% 0.06% $222K 2025-07-17 $46.94
2025 Q1 UNCHANGED 5,041 0% 0.08% $249K 2025-05-19 $47.26
2024 Q4 REDUCED 5,041 -8,680 -63.3% 0.08% $249K 2025-02-06 $48.89
2024 Q3 REDUCED 13,721 -1,426 -9.4% 0.21% $658K 2024-10-15 $42.87
2024 Q2 REDUCED 15,147 -39 -0.3% 0.22% $735K 2024-07-17 $43.40
2024 Q1 REDUCED 15,186 -240 -1.6% 0.22% $732K 2024-04-30 $40.96
2023 Q4 REDUCED 15,426 -940 -5.7% 0.22% $683K 2024-02-13 $38.51
2023 Q3 ADDED 16,366 +12,788 +357.4% 0.27% $730K 2023-11-09 $36.80
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About SWS Partners and MLPA

These are the practical questions this page is built to answer before you even open the full history table.

How long has SWS Partners reported owning MLPA?

SWS Partners reported MLPA across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported MLPA position in SWS Partners's portfolio?

The largest reported portfolio weight for MLPA was 0.27% in 2023 Q3.

What is the latest reported MLPA position on this page?

The most recent filing on this page is 2025 Q3, when SWS Partners reported 4,431 shares, equal to 0.05% of portfolio, with an estimated market value of $215K.

What does the chart on this MLPA ownership page compare?

The chart compares SWS Partners's quarterly MLPA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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