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Global X Fds shares owned by SWMG

Quarter-by-quarter ownership of Global X Fds (SDIV) shares owned by SWMG from 13F filings

Historical chart of SWMG investment in Global X Fds

Tip: Access up to 7 years of quarterly data

All positions including Global X Fds held by SWMG consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Global X Fds by SWMG

Quarter filed Position value Share count Share price at filing
2023-12-31 $231k 10k 22.55
2023-09-30 $396k 18k 21.91
2023-06-30 $520k 23k 22.58
2023-03-31 $530k 23k 23.04
2022-12-31 $551k 23k 24.03

More positions owned by SWMG

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Esg Awr Msci Usa (ESGU)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Mbs Etf (MBB)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for SWMG

Top funds holding Global X Fds

Credit Suisse
Bank of America Corporation
Jane Street
Advisor Group Holdings
Wells Fargo & Company
Bank Of Montreal
Royal Bank of Canada
Janney Montgomery Scott
UBS Group
Jpmorgan Chase & Co
Citadel Advisors
Fifth Third Securities
Mirae Asset Global Investments
Raymond James Financial Services Advisors
Flow Traders US

View all funds holding Global X Fds