Fund HoldingsSwan Global Investments, LLC

Total Portfolio Value
$1.33B
Total Bought
$0
Total Sold
$2.36B
Net Transaction
-$2.36B
Filing Period:
Securities
SharesValue ($K)
Q1 2023
Q2 2023
Change
Q1 2023
Q2 2023
Weight (%)
Change
SPDR S&P 500 ETF TR(SPY)(Put)2,444,4002,119,000-325,400950830,955+830,005
SPDR S&P 500 ETF TR(SPY)1,131,0101,068,750-62,260451473,75535.65%+473,304
SELECT SECTOR SPDR TR
ST STR TECHN ETF
1,315,0131,227,604-87,409173213,43116.06%+213,258
SPDR S&P 500 ETF TR(Call)
CALL
468,500312,800-155,700204142,434+142,230
SELECT SECTOR SPDR TR
ST STR CARE ETF
835,763767,183-68,580114101,8287.66%+101,714
SELECT SECTOR SPDR TR
ST STR FINL ETF
3,051,4332,798,246-253,18710994,3297.10%+94,220
SELECT SECTOR SPDR TR
ST STR DISCR ETF
515,615475,594-40,0217480,7616.08%+80,687
SELECT SECTOR SPDR TR
ST STR INDL ETF
652,175599,678-52,4976564,3574.84%+64,292
SELECT SECTOR SPDR TR
ST STR SVC ETF
1,072,213987,102-85,1115364,2414.83%+64,187
SELECT SECTOR SPDR TR
ST STR STAPL ETF
738,938680,163-58,7755650,4483.80%+50,391
IShares ETF-Rus2000195,546186,547-8,9993634,9352.63%+34,899
iShares MSCI EAFE ETF443,900435,900-8,0002931,6032.38%+31,573
SELECT SECTOR SPDR TR
ST STR ENERG ETF
424,458386,640-37,8183831,3842.36%+31,345
iShares MSCI EAFE ETF(Put)447,300438,500-8,8003029,036+29,006
ishares ETF - CORE MSCI EMKT
CORE MSCI EMKT
533,600526,400-7,2002525,9461.95%+25,921
iShares MSCI Emerging Markets Indx ETF(Put)668,700659,900-8,8002525,076+25,051
SELECT SECTOR SPDR TR
ST STR UTIL ETF
322,821298,142-24,6792319,5101.47%+19,488
SELECT SECTOR SPDR TR
ST STR MATER ETF
249,579229,039-20,5402018,9801.43%+18,960
SELECT SECTOR SPDR TR
ST STR REAL ETF
522,072490,082-31,9902018,4711.39%+18,451
SPDR Gold Trust(GLD)22,30022,000-30043,9220.30%+3,918
SPDR Gold Trust(GLD)(Put)22,30022,000-30043,630+3,626
iShares MSCI Emerging Markets Indx ETF13,20013,200015220.04%+522
IShares ETF-20yr(Put)4,8004,80001504+503
IShares ETF-20yr4,8004,800004940.04%+494
IShares ETF-Rus2000(Put)1,5001,50000263+262
iShares MSCI EAFE ETF(Call)3,2002,800-4000210+210
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