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Spdr Ser Tr ssga gnder etf shares owned by Monument Group Wealth Advisors

Quarter-by-quarter ownership of Spdr Ser Tr ssga gnder etf (SHE) shares owned by Monument Group Wealth Advisors from 13F filings

Historical chart of Monument Group Wealth Advisors investment in Spdr Ser Tr ssga gnder etf

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr ssga gnder etf held by Monument Group Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr ssga gnder etf by Monument Group Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $205k 1.6k 132.07

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Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Dimensional International Core Equity Market Etf Etf (DFAI)
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Vanguard Ftse Developed Markets Etf Etf (VEA)
Dimensional Emerging Core Equity Market Etf Etf (DFAE)
Apple Stock (AAPL)
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Dimensional Us Sustainability Core 1 Etf Etf (DFSU)
Avantis U.s. Equity Etf Etf (AVUS)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Spdr S&p 500 Etf Trust Etf (SPY)

View all positions for Monument Group Wealth Advisors

Top funds holding Spdr Ser Tr ssga gnder etf

Rock Creek Group
LPL Financial
First Affirmative Financial Network
Albion Financial Group
Jpmorgan Chase & Co
Betterment
Cetera Investment Advisers
Susquehanna International
UBS Group
Royal Bank of Canada
Commonwealth Equity Services
Wells Fargo & Company
Advisor Group Holdings
Raymond James Financial
Cambridge Investment Research Advisors

View all funds holding Spdr Ser Tr ssga gnder etf