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SWM Advisors

SEC CIK
0001874081
Latest filing
Oct 12, 2022

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by SWM Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SPY overviewAll 13F holders of SPYFull Q3 2022 holdings

Shares (Q3 2022)
561
Value
$200.0K
% of portfolio
0.2%
Quarters held
4
Since Q4 2021
Holdings of SPY by SWM Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 2022561$200.0K0.2%+9+1.6%AddedHolders
Q2 2022552$208.0K0.2%+1+0.2%AddedHolders
Q1 2022551$249.0K0.2%00.0%UnchangedHolders
Q4 2021551$252.0K0.2%–No prior filingHolders