SWP — SWP Growth & Income ETF

US equity
28.88 +0.67% today
USD · as of 2026-08-21

Price · 2024-08-26 → 2026-08-21

499 daily closes shown
52w low 25.73 · high 29.34

Anonymous view is capped at two years of history. A free account extends it to five, and Pro opens the whole archive back to 2017-05-19.

Performance

1 day+0.67%
1 week-1.33%
1 month+4.01%
3 months+0.72%
6 months-0.86%
Year to date+3.07%
1 year+6.91%
3 years-62.50%
5 years-62.50%

Technicals

RSI 1456.6
vs 50-day avg+1.28%
vs 200-day avg+1.73%
Volatility 1y13.1%
Max drawdown 1y-12.13%
Avg volume 30d9.2K
Daily bars held2,327
History from2017-05-19

Dividends

Yield (trailing 12m)8.48%
Paid last 12m2.4499
Payments in 12m4
Paying since2017-07-28

Largest institutional holders

managervalueshares
Strategic Wealth Partners, Ltd.128.2M4.8M
BRIAN LOW FINANCIAL GROUP, LLC18.8M708.6K
MML INVESTORS SERVICES, LLC624.0K23.5K
JANE STREET GROUP, LLC257.9K9.7K
ASSETMARK, INC28.5K1.1K
UBS Group AG3.3K125

13F positions as of 2026-03-31, filed up to 45 days after quarter end. Long-only US equity — shorts and derivatives never appear. What 13F does and does not show →

Short selling

Avg short volume, 90d48.8% of tape
Days observed61

This is off-exchange short volume, not short interest: it is flow, not position, and 40–50% is normal because market makers short to fill your buy. Why that number misleads →

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