Swan Global Investments, LLC
Annual return '25
+71.1%
SPY '25
+17.7%
Alpha
+53.4ptsvs SPY
Invested
$3B
Holdings
63
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 73%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPY
SPDR S&P 500 ETF TR
Held since at least Q1 2024
34.8%
02
$IVV
ISHARES TR
Held since at least Q1 2024
21.3%
03
$PSMO
PACER FDS TR
Held since at least Q1 2024
4.3%
04
$PSMD
PACER FDS TR
Held since at least Q1 2024
4.0%
05
$XLK
SELECT SECTOR SPDR TR
Held since at least Q1 2024
4.0%
06
$PSMJ
PACER FDS TR
Held since at least Q1 2024
3.8%
07
$PSMR
PACER FDS TR
Held since at least Q1 2024
3.7%
08
$PSCW
PACER FDS TR
Held since at least Q1 2024
2.7%
09
$PSCQ
PACER FDS TR
Held since at least Q1 2024
2.1%
10
$HEGD
LISTED FD TR
Held since at least Q1 2024
2.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:27 UTC.