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D Spdr Index Shs Fds shares owned by Convergence Financial

Quarter-by-quarter ownership of D Spdr Index Shs Fds (SPGM) shares owned by Convergence Financial from 13F filings

Historical chart of Convergence Financial investment in D Spdr Index Shs Fds

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All positions including D Spdr Index Shs Fds held by Convergence Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in D Spdr Index Shs Fds by Convergence Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 18k 74.90
2025-06-30 $2.2M 32k 69.00
2025-03-31 $2.0M 32k 62.42

More positions owned by Convergence Financial

Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Portfolio Agrgte (SPAB)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Spdr Series Trust S&p 400 Mdcp Val (MDYV)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Spdr Series Trust S&P 400 MDCP GRW (MDYG)
Ishares Tr Msci Usa Mmentm (MTUM)
Franklin Templeton Etf Tr Us Core Bond Etf (FLCB)
Spdr Series Trust S&P 600 SMCP GRW (SLYG)
Spdr Series Trust S&p 600 Smcp Val (SLYV)
Select Sector Spdr Tr Technology (XLK)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
Tesla Motors (TSLA)
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)

View all positions for Convergence Financial

Top funds holding D Spdr Index Shs Fds

LPL Financial
Sequoia Financial Advisors
HighTower Advisors
Advance Capital Management
Peak Financial Management
Mariner Wealth Advisors
Private Advisor
Schaeffer Financial
Meitav Dash Investments
Wealth Enhancement Advisory Services
Commerce Bank N A
Morgan Stanley
Advisor Group Holdings
Jane Street
Ethos Financial Group

View all funds holding D Spdr Index Shs Fds