MondegarAI
Swan Global Investments, LLC

Q3 2025 · 13F-HR

Swan Global Investments, LLCholdings as filed

Filed 2025-11-07 · accession 0001591505-25-000006

$3.58B
Reported value
70
Positions
2025-09-30
Period end
View analyzed profile →PRO

The Brief · Swan Global Investments, LLC · Q3 2025

AI · grounded in 13F

Swan Global Investments, LLC established a new position in SPDR S&P 500 ETF TR valued at $1.29B. The fund also initiated new stakes in SPY for $806.7M and IVV for $486.3M. Additional new positions include XLK at $130.7M, PSMJ at $78M, and PSMR at $73.5M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F953SPYSPDR S&P 500 ETF TR$1.30B36.2%2,250,600PUTNONE
78462F103SPYSPDR S&P 500 ETF TR$806.7M22.5%1,210,917CommonNONE
464287200IVVISHARES TR$486.3M13.6%726,609CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$130.7M3.65%463,541CommonNONE
69374H493PSMJPACER FDS TR$78.0M2.18%2,471,161CommonNONE
69374H519PSMRPACER FDS TR$73.5M2.05%2,510,815CommonNONE
69374H550PSMDPACER FDS TR$68.8M1.92%2,173,770CommonNONE
69374H485PSMOPACER FDS TR$62.9M1.76%2,087,066CommonNONE
53656F599HEGDLISTED FD TR$62.5M1.75%2,508,740CommonNONE
69374H543PSCWPACER FDS TR$53.8M1.50%1,966,023CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$50.5M1.41%937,119CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$40.3M1.13%168,145CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$38.2M1.07%322,797CommonNONE
69374H535PSCJPACER FDS TR$37.3M1.04%1,264,210CommonNONE
69374H527PSCQPACER FDS TR$36.3M1.01%1,251,312CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$34.1M0.95%245,213CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$31.8M0.89%206,285CommonNONE
69374H584PSCXPACER FDS TR$26.8M0.75%888,885CommonNONE
69374H576PSFDPACER FDS TR$23.8M0.67%655,650CommonNONE
69374H469PSFJPACER FDS TR$23.1M0.65%713,171CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$18.6M0.52%236,791CommonNONE
69374H477PSFMPACER FDS TR$13.9M0.39%447,213CommonNONE
69374H451PSFOPACER FDS TR$12.1M0.34%380,864CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$11.1M0.31%124,409CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$8.9M0.25%102,086CommonNONE
78462F903SPYSPDR S&P 500 ETF TR$7.7M0.22%1,023,500CALLNONE
81369Y860XLRESELECT SECTOR SPDR TR$7.2M0.20%170,746CommonNONE
81369Y100XLBSELECT SECTOR SPDR TR$6.7M0.19%75,278CommonNONE
16411R958LNGCHENIERE ENERGY INC$3.3M0.09%25,000PUTNONE
037833950AAPLAPPLE INC$2.7M0.08%13,600PUTNONE
67066G954NVDANVIDIA CORPORATION$2.0M0.06%18,200PUTNONE
464287955ISHARES TR$1.6M0.04%10,600PUTNONE
023135956AMZNAMAZON COM INC$1.5M0.04%8,400PUTNONE
30303M952METAMETA PLATFORMS INC$1.5M0.04%2,700PUTNONE
02072L565BOXXEA SERIES TRUST$1.4M0.04%12,700CommonNONE
00326A104SGOLETFS GOLD TR$1.3M0.04%35,038CommonNONE
66538R532SCLZSwan Enhanced Dividend Income ETF$1.3M0.04%23,591CommonNONE
037833100AAPLAPPLE INC$917,9410.03%3,605CommonNONE
67066G104NVDANVIDIA CORPORATION$860,5070.02%4,612CommonNONE
594918104MSFTMICROSOFT CORP$828,7200.02%1,600CommonNONE
78463V957GLDSPDR Gold Trust$758,0000.02%2,300PUTNONE
78463V107GLDSPDR Gold Trust$726,9360.02%2,045CommonNONE
30303M102METAMETA PLATFORMS INC$663,1450.02%903CommonNONE
023135106AMZNAMAZON COM INC$602,0610.02%2,742CommonNONE
11135F101AVGOBROADCOM INC$573,3840.02%1,738CommonNONE
02079K305GOOGLALPHABET INC$543,8150.02%2,237CommonNONE
46625H100JPMJPMORGAN CHASE & CO$496,4870.01%1,574CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$489,6690.01%974CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$462,8340.01%6,485CommonNONE
532457108LLYLILLY ELI & CO$457,8000.01%600CommonNONE
88160R101TSLATESLA INC$385,5720.01%867CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$351,8540.01%1,247CommonNONE
92826C839VVISA INC$348,8900.01%1,022CommonNONE
478160104JNJJOHNSON & JOHNSON$333,7560.01%1,800CommonNONE
369604301GEGE AEROSPACE$326,9910.01%1,087CommonNONE
191216100KOCOCA COLA CO$324,9680.01%4,900CommonNONE
00287Y109ABBVABBVIE INC$324,1560.01%1,400CommonNONE
931142103WMTWALMART INC$319,4860.01%3,100CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$309,0190.01%1,694CommonNONE
68389X105ORCLORACLE CORP$307,1140.01%1,092CommonNONE
57636Q104MAMASTERCARD INCORPORATED$287,8180.01%506CommonNONE
464287954iShares MSCI Emerging Markets Indx ETF$275,2000.01%6,400PUTNONE
92206C664VTWOVANGUARD SCOTTSDALE FDS$271,6460.01%2,777CommonNONE
17275R102CSCOCISCO SYS INC$267,1120.01%3,904CommonNONE
46432F842IEFAISHARES TR$249,7070.01%2,860CommonNONE
46434G103IEMGishares ETF - CORE MSCI EMKT$244,4970.01%3,709CommonNONE
09789C887XCCCBONDBLOXX ETF TRUST$241,6230.01%6,156CommonNONE
30231G102XOMEXXON MOBIL CORP$236,7750.01%2,100CommonNONE
90353T105UBERUBER TECHNOLOGIES INC$215,7300.01%2,202CommonNONE
464287432TLTIShares ETF-20yr$214,4880.01%2,400CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.