Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Swan Global Investments, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Swan Global Investments, LLC (CIK 1591505) reported $3.00B across 64 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($1.11B, 36.97%), SPY ($647.3M, 21.61%), IVV ($396.2M, 13.23%), PSMO ($81.0M, 2.70%), PSMD ($75.4M, 2.52%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1SPYSPDR S&P 500 ETF TR$1.11B36.97%1.8MTrimmed
2SPYSPDR S&P 500 ETF TR$647.3M21.61%995,392Trimmed
3IVVISHARES TR$396.2M13.23%606,594Trimmed
4PSMOPACER FDS TR$81.0M2.70%2.7MTrimmed
5PSMDPACER FDS TR$75.4M2.52%2.4MAdded
6XLKSELECT SECTOR SPDR TR$74.3M2.48%559,388Trimmed
7PSMJPACER FDS TR$71.3M2.38%2.2MTrimmed
8PSMRPACER FDS TR$69.1M2.31%2.3MTrimmed
9PSCWPACER FDS TR$50.6M1.69%1.8MTrimmed
10PSCQPACER FDS TR$39.6M1.32%1.4MTrimmed
11HEGDLISTED FD TR$39.3M1.31%1.6MTrimmed
12PSCJPACER FDS TR$33.9M1.13%1.1MTrimmed
13PSFDPACER FDS TR$30.2M1.01%828,431Added
14XLFSELECT SECTOR SPDR TR$28.2M0.94%571,025Trimmed
15PSFOPACER FDS TR$27.2M0.91%858,499Trimmed
16PSCXPACER FDS TR$24.5M0.82%805,251Trimmed
17XLYSELECT SECTOR SPDR TR$22.1M0.74%202,978Trimmed
18XLVSELECT SECTOR SPDR TR$21.6M0.72%147,497Trimmed
19XLCSELECT SECTOR SPDR TR$21.7M0.72%195,753Trimmed
20PSFJPACER FDS TR$21.1M0.70%646,062Trimmed
21XLISELECT SECTOR SPDR TR$20.1M0.67%124,286Trimmed
22PSFMPACER FDS TR$13.1M0.44%405,130Trimmed
23XLPSELECT SECTOR SPDR TR$11.8M0.40%144,314Trimmed
24XLESELECT SECTOR SPDR TR$9.1M0.31%149,315Trimmed
25SPYSPDR S&P 500 ETF TR$7.6M0.25%1.0MTrimmed

Source: SEC Form 13F filings · as of 2026-03-31