Swmg, LLC Purchases in Q2 2024

Swmg, LLC

  • $224 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
EFA
Ishares Tr Msci Eafe ETF

ETFs
248K
New
$76.09 - $82.16 $18.9M - $20.4M
248K $19.4M
IVW
Ishares S&P 500 Growth ETF

ETFs
45.9K
+ 60.3%
$79.31 - $93.31 $3.64M - $4.28M
122K $11.3M
EFG
Msci Eafe Growth ETF

ETFs
29.4K
+ 62.43%
$97.17 - $106.25 $2.86M - $3.12M
76.5K $7.82M
IEMG
Ishares Inc

ETFs
39.7K
+ 75.82%
$50.02 - $54.95 $1.99M - $2.18M
92.1K $4.93M
SPSB
Spdr Portfolio Short Term Corp

ETFs
65.4K
+ 28.77%
$29.51 - $29.7 $1.93M - $1.94M
293K $8.7M
PULS
Pgim ETF Tr

ETFs
29.9K
New
$49.47 - $49.75 $1.48M - $1.49M
29.9K $1.49M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
14.8K
New
$100.13 - $100.67 $1.48M - $1.49M
14.8K $1.49M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
28.9K
New
$50.22 - $50.48 $1.45M - $1.46M
28.9K $1.46M
IEFA
Ishares Tr

ETFs
17.9K
+ 32.81%
$70.77 - $76.19 $1.27M - $1.36M
72.4K $5.26M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
34.1K
New
$34.2 - $36.64 $1.17M - $1.25M
34.1K $1.2M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
13.5K
+ 109.3%
$50.64 - $51.3 $686K - $695K
25.9K $1.33M
QUAL
Ishares Msci Usa Quality Facto

ETFs
285
+ 0.53%
$154.56 - $173.19 $44K - $49.4K
53.7K $9.17M
AAPL
Apple Inc.

Technology
1.45K
New
$165.0 - $216.67 $240K - $315K
1.45K $306K
FLGB
Franklin Templeton ETF Tr

ETFs
11.7K
New
$25.3 - $27.9 $295K - $325K
11.7K $306K
FLJP
Franklin Templeton ETF Tr

ETFs
10.6K
New
$27.82 - $30.7 $296K - $327K
10.6K $305K
MSFT
Microsoft Corp

Technology
513
New
$389.33 - $452.85 $200K - $232K
513 $229K
ORCL
Oracle Corp

Technology
1.58K
New
$113.75 - $144.64 $180K - $229K
1.58K $223K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.12K
+ 20.77%
$40.83 - $44.89 $168K - $185K
23.9K $1.05M
BNDX
Vanguard Total International B

ETFs
4.15K
New
$48.24 - $49.07 $200K - $204K
4.15K $202K
XLK
Technology Sector Spdr

ETFs
356
+ 7.02%
$192.53 - $231.41 $68.5K - $82.4K
5.43K $1.23M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.48K
+ 2.97%
$55.18 - $59.2 $81.7K - $87.6K
51.4K $3.04M
XLC
Select Sector Spdr Tr Communic

ETFs
701
+ 16.88%
$77.86 - $86.45 $54.6K - $60.6K
4.85K $415K
IVE
Ishares S&P 500 Value ETF

ETFs
1.09K
+ 4.25%
$176.58 - $186.7 $192K - $203K
26.7K $4.85M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
20
+ 0.9%
$455.1 - $504.28 $9.1K - $10.1K
2.24K $1.12M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.07K
+ 12.94%
$56.43 - $60.79 $60.1K - $64.7K
9.3K $544K
XLV
Select Sector Spdr Fund Health

ETFs
265
+ 9.19%
$138.43 - $147.09 $36.7K - $39K
3.15K $459K
VEA
Vanguard Ftse Developed Market

ETFs
1.26K
+ 2.95%
$47.83 - $51.21 $60.4K - $64.7K
44K $2.18M
MUB
Ishares National Muni Bond ETF

ETFs
334
+ 5.2%
$105.37 - $107.16 $35.2K - $35.8K
6.75K $719K
XLF
Financial Sector Spdr

ETFs
1.04K
+ 7.82%
$39.59 - $42.49 $41.1K - $44.1K
14.3K $588K
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.1%
$495.16 - $548.49 $495 - $548
1.04K $563K
XLY
Select Sector Spdr Consumer Di

ETFs
128
+ 6.77%
$169.76 - $184.45 $21.7K - $23.6K
2.02K $368K
XLI
Industrial Sector Spdr

ETFs
215
+ 9.22%
$120.47 - $125.94 $25.9K - $27.1K
2.55K $310K
MCHI
Ishares Msci China ETF

ETFs
45
+ 0.77%
$38.97 - $47.44 $1.75K - $2.13K
5.92K $249K
XLP
Consumer Staples Sector Spdr

ETFs
178
+ 3.2%
$73.08 - $78.4 $13K - $14K
5.74K $439K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
168
+ 4.98%
$95.11 - $97.92 $16K - $16.5K
3.54K $343K
HYBB
Ishares Tr Bb Rated Corporate

ETFs
413
+ 1.15%
$45.11 - $46.18 $18.6K - $19.1K
36.4K $1.67M
BND
Vanguard Bd Index Fd Inc Total

ETFs
170
+ 3.18%
$70.55 - $72.66 $12K - $12.4K
5.51K $397K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
205
+ 2.34%
$35.59 - $36.41 $7.3K - $7.46K
8.96K $324K
Blackrock ETF Trust Ii
668
+ 11.16%
N/A
6.65K $0
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
185
+ 5.13%
$76.01 - $82.53 $14.1K - $15.3K
3.79K $296K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
30
+ 0.29%
$44.66 - $45.99 $1.34K - $1.38K
10.4K $475K
XLE
Energy Sector Spdr

ETFs
88
+ 2.41%
$88.04 - $98.08 $7.75K - $8.63K
3.73K $340K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
42
+ 0.72%
$85.39 - $90.42 $3.59K - $3.8K
5.86K $516K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2
+ 0.03%
$39.75 - $43.15 $79.5 - $86.3
7.17K $297K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
46
+ 0.26%
$102.13 - $110.88 $4.7K - $5.1K
17.5K $1.87M
Activity Summary
Buys All Purchases 46 New Holdings 11 Increased Positions 35 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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