STRATEGIC WEALTH MANAGEMENT INC: XLU position timeline

STRATEGIC WEALTH MANAGEMENT INC held 0 XLU shares at 2021-09-30 per its 13F-HR filed 2021-11-17.

the latest 13F is the newest step

1. period ended2021-09-30

   13F 0 shares

   Change vs previous 13F -27,099 shares

   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).

   Exited: the 13F for this period no longer lists the position.

2. period ended2021-06-30

   13F 27,099 shares

   Change vs previous 13F -524 shares

   0.92% of the 13F portfolio, value $1,713,000.

   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).

3. period ended2021-03-31

   13F 27,623 shares

   Change vs previous 13F -25,873 shares

   1.06% of the 13F portfolio, value $1,769,000.

   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).

4. period ended2020-12-31

   13F 53,496 shares

   Change vs previous 13F -2,291 shares

   2.06% of the 13F portfolio, value $3,354,000.

   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).

5. period ended2020-09-30

   13F 55,787 shares

   Change vs previous 13F not available

   2.47% of the 13F portfolio, value $3,313,000.

   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).