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D Spdr Index Shs Fds shares owned by Great Waters Wealth Management

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

Historical chart of Great Waters Wealth Management investment in D Spdr Index Shs Fds

Tip: Access up to 7 years of quarterly data

All positions including D Spdr Index Shs Fds held by Great Waters Wealth Management 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 Great Waters Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.4M 40k 59.68
2023-12-31 $2.2M 41k 54.58
2023-09-30 $2.4M 47k 50.26
2023-06-30 $2.5M 48k 52.34
2023-03-31 $2.6M 51k 50.37
2022-12-31 $2.6M 53k 49.78

More positions owned by Great Waters Wealth Management

Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Short Duration F (DFSD)
Ishares Tr Russell 2000 Etf (IWM)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Global Real Est (DFGR)
UnitedHealth (UNH)
Apple (AAPL)
NVIDIA Corporation (NVDA)

View all positions for Great Waters Wealth Management

Top funds holding D Spdr Index Shs Fds

Sequoia Financial Advisors
Private Advisor
Legal & General Group
Advance Capital Management
Peak Financial Management
Wealth Enhancement Advisory Services
Mirae Asset Global Investments
Schaeffer Financial
CX Institutional
Mariner Wealth Advisors
Meitav Dash Investments
Bank of America Corporation
Unique Wealth
CWM
Trilogy Capital

View all funds holding D Spdr Index Shs Fds