SWP Growth & Income ETFSWPETF
13F holders, Q4 2024 (December 31)3holders +1
2new positions
1sold out
$26.50avg. 13F price*
At the end of Q4 2024, 3 institutions reported holding SWP Growth & Income ETF (SWP) in their 13F filings, up 1 from Q3 2024. 2 opened new positions and 1 sold out. The largest holders were Strategic Wealth Partners, Ltd. ($85.6M), UBS Group AG ($49K) and Sound Income Strategies, LLC ($44K).
- Company
- SWP Growth & Income ETF
- Filed as
- MANAGER DIRECTED PORTFOLIOS (Q4 2024)
- CUSIP
- 56170L612
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $93K |
| Exits | 1 | $200K |
All 13F filers, Q3 2024 → Q4 2024: 28,560 shares bought and 7,970 shares sold, net +20,590 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Strategic Wealth Partners, Ltd. | 7.08% | Add +0.8% | 3,228,844 | $85.6M |
| UBS Group AG | 0.00% | New | 1,957 | $49K |
| Sound Income Strategies, LLC | 0.00% | New | 1,735 | $44K |
"% of holder's portfolio" is SWP's weight in each manager's 13F, not the share of SWP Growth & Income ETF the manager owns.