Fund HoldingsSwan Global Investments, LLC

Total Portfolio Value
$3.12B
Total Bought
$966.11M
Total Sold
$115.90M
Net Transaction
+$850.21M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
ISHARES TR0774,852+774,8520332,74510.66%+332,745
SPDR S&P 500 ETF TR(SPY)(Put)2,119,0002,604,600+485,600830,9551,089,976+259,021
SPDR S&P 500 ETF TR(SPY)1,068,7501,332,946+264,196473,755569,80818.25%+96,052
LISTED FD TR
SWAN HEDGED EQTY
03,304,274+3,304,274059,8401.92%+59,840
PACER FDS TR
SWAN SOS MODRTE
01,185,133+1,185,133027,5190.88%+27,519
PACER FDS TR
SWAN SOS MODRTE
01,070,760+1,070,760025,3230.81%+25,323
PACER FDS TR
SWAN SOS MOD JAN
01,006,140+1,006,140024,4390.78%+24,439
PACER FDS TR
SWA MOD APR ETF
01,013,302+1,013,302023,5390.75%+23,539
PACER FDS TR
SWAN SO FLEX ETF
0472,770+472,770011,3560.36%+11,356
PACER FDS TR
SWAN SOS FLEX JU
0483,971+483,971011,2470.36%+11,247
PACER FDS TR
SWAN SOS FLX JAN
0369,279+369,27909,7790.31%+9,779
PACER FDS TR
SWAN SOS FLEX
0380,730+380,73009,1680.29%+9,168
PACER FDS TR
SWAN SO CONS ETF
0327,442+327,44207,0830.23%+7,083
PACER FDS TR
SWAN SOS CONS JU
0313,311+313,31106,7610.22%+6,761
PACER FDS TR
SWAN SOS CNS JAN
0262,385+262,38506,0430.19%+6,043
PACER FDS TR
SWAN SOS CONS
0214,178+214,17804,8470.16%+4,847
CHENIERE ENERGY INC(LNG)(Call)013,600+13,60002,856+2,856
CHENIERE ENERGY INC(LNG)(Put)013,600+13,60001,632+1,632
EXXON MOBIL CORP(Put)015,900+15,90001,511+1,511
UNITEDHEALTH GROUP INC(UNH)(Put)01,500+1,5000720+720
iShares MSCI Emerging Markets Indx ETF(Put)659,900662,700+2,80025,07625,205+129
IShares ETF-20yr(Put)4,8005,100+300504492-12
IShares ETF-20yr4,8005,125+3254944550.01%-40
SELECT SECTOR SPDR TR
ST STR ENERG ETF
386,640345,622-41,01831,38431,2411.00%-143
iShares MSCI EAFE ETF(Call)2,8000-2,8002100-210
IShares ETF-Rus2000(Put)1,5000-1,5002630-262
ishares ETF - CORE MSCI EMKT
CORE MSCI EMKT
526,400535,500+9,10025,94625,4840.82%-462
SPDR Gold Trust(GLD)(Put)22,00019,200-2,8003,6303,168-462
iShares MSCI Emerging Markets Indx ETF13,2000-13,2005220-522
SPDR Gold Trust(GLD)22,00019,200-2,8003,9223,2920.11%-630
IShares ETF-Rus2000186,547190,047+3,50034,93533,5891.08%-1,346
SELECT SECTOR SPDR TR
ST STR MATER ETF
229,039204,857-24,18218,98016,0920.52%-2,889
iShares MSCI EAFE ETF(Put)438,500393,900-44,60029,03625,988-3,047
SELECT SECTOR SPDR TR
ST STR REAL ETF
490,082438,144-51,93818,47114,9280.48%-3,544
SELECT SECTOR SPDR TR
ST STR UTIL ETF
298,142266,603-31,53919,51015,7110.50%-3,799
iShares MSCI EAFE ETF435,900391,300-44,60031,60326,9680.86%-4,634
SELECT SECTOR SPDR TR
ST STR SVC ETF
987,102882,401-104,70164,24157,8591.85%-6,382
SELECT SECTOR SPDR TR
ST STR STAPL ETF
680,163608,021-72,14250,44841,8381.34%-8,610
SELECT SECTOR SPDR TR
ST STR INDL ETF
599,678536,121-63,55764,35754,3521.74%-10,005
SELECT SECTOR SPDR TR
ST STR FINL ETF
2,798,2462,501,706-296,54094,32982,9822.66%-11,347
SELECT SECTOR SPDR TR
ST STR DISCR ETF
475,594425,033-50,56180,76168,4222.19%-12,339
SELECT SECTOR SPDR TR
ST STR CARE ETF
767,183685,915-81,268101,82888,3052.83%-13,523
SELECT SECTOR SPDR TR
ST STR TECHN ETF
1,227,6041,097,297-130,307213,431179,8805.76%-33,551
SPDR S&P 500 ETF TR(Call)
CALL
312,800988,400+675,600142,43499,796-42,638
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