STRATEGIC WEALTH MANAGEMENT INC: XLY position timeline

STRATEGIC WEALTH MANAGEMENT INC held 57,043 XLY 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 57,043 shares

   Change vs previous 13F -4,099 shares

   5.76% of the 13F portfolio, value $11,662,000.

   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 61,142 shares

   Change vs previous 13F -6,836 shares

   5.7% of the 13F portfolio, value $10,972,000.

   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 67,978 shares

   Change vs previous 13F +9,764 shares

   6.55% of the 13F portfolio, value $12,137,000.

   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 58,214 shares

   Change vs previous 13F +23,711 shares

   5.87% of the 13F portfolio, value $9,784,000.

   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 34,503 shares

   Change vs previous 13F -3,423 shares

   3.41% of the 13F portfolio, value $5,547,000.

   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 37,926 shares

   Change vs previous 13F -646 shares

   4.16% of the 13F portfolio, value $5,574,000.

   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 38,572 shares

   Change vs previous 13F -13,143 shares

   4.56% of the 13F portfolio, value $4,926,000.

   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).

8. period ended2020-03-31

   13F 51,715 shares

   Change vs previous 13F not available

   6.72% of the 13F portfolio, value $5,072,000.

   13F-HR 0000849854-20-000003 filed by STRATEGIC WEALTH MANAGEMENT INC
   Filed 2020-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:53:21 UTC

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