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D Spdr Index Shs Fds shares owned by Fundamentun

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

Historical chart of Fundamentun investment in D Spdr Index Shs Fds

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All positions including D Spdr Index Shs Fds held by Fundamentun 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 Fundamentun

Quarter filed Position value Share count Share price at filing
2025-09-30 $564k 7.5k 74.91
2025-06-30 $540k 7.8k 69.00
2025-03-31 $474k 7.6k 62.42

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Dimensional Etf Trust Us Core Equity 2 (DFAC)
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Alps Etf Tr Smith Core Plus (SMTH)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Dimensional Etf Trust Core Fixed Incom (DFCF)
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Spdr Series Trust Portfolio Agrgte (SPAB)
Ishares Tr Investment Grade (IGEB)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Pimco Equity Ser Rafi Dyn Multi (MFDX)
Ishares Tr Core Intl Aggr (IAGG)
Pimco Etf Tr Multisector Bd (PYLD)
Dimensional Etf Trust Us Core Equity 1 (DCOR)

View all positions for Fundamentun

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
Advisor Group Holdings
Jane Street
Ethos Financial Group
Belpointe Asset Management

View all funds holding D Spdr Index Shs Fds