STRATEGIC WEALTH MANAGEMENT INC: XLP position timeline

STRATEGIC WEALTH MANAGEMENT INC held 47,446 XLP shares at 2021-12-31 per its 13F-HR filed 2022-02-07.

the latest 13F is the newest step

1. period ended2021-12-31

   13F 47,446 shares

   Change vs previous 13F 0 shares

   1.81% of the 13F portfolio, value $3,659,000.

   13F-HR 0000849854-22-000001 filed by STRATEGIC WEALTH MANAGEMENT INC
   Filed 2022-02-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:36:54 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2021-09-30

   13F 47,446 shares

   Change vs previous 13F -29,693 shares

   1.7% of the 13F portfolio, value $3,266,000.

   13F-HR 0000849854-21-000007 filed by STRATEGIC WEALTH MANAGEMENT INC
   Filed 2021-11-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:37:51 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2021-06-30

   13F 77,139 shares

   Change vs previous 13F -1,226 shares

   2.91% of the 13F portfolio, value $5,397,000.

   13F-HR 0000849854-21-000006 filed by STRATEGIC WEALTH MANAGEMENT INC
   Filed 2021-08-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:38:33 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2021-03-31

   13F 78,365 shares

   Change vs previous 13F +2,779 shares

   3.21% of the 13F portfolio, value $5,353,000.

   13F-HR 0000849854-21-000005 filed by STRATEGIC WEALTH MANAGEMENT INC
   Filed 2021-05-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:39:37 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2020-12-31

   13F 75,586 shares

   Change vs previous 13F -3,098 shares

   3.13% of the 13F portfolio, value $5,098,000.

   13F-HR 0000849854-21-000003 filed by STRATEGIC WEALTH MANAGEMENT INC
   Filed 2021-02-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:42:52 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2020-09-30

   13F 78,684 shares

   Change vs previous 13F +38,440 shares

   3.77% of the 13F portfolio, value $5,044,000.

   13F-HR 0000849854-20-000005 filed by STRATEGIC WEALTH MANAGEMENT INC
   Filed 2020-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:48:21 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2020-06-30

   13F 40,244 shares

   Change vs previous 13F not available

   2.18% of the 13F portfolio, value $2,360,000.

   13F-HR 0000849854-20-000004 filed by STRATEGIC WEALTH MANAGEMENT INC
   Filed 2020-08-26 (acceptance time not in the bulk data set), ingested 2026-10-07 18:52:28 UTC

   Acceptance time not in the bulk data set (spec §4.2).