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D Spdr Index Shs Fds shares owned by Holos Integrated Wealth

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

Historical chart of Holos Integrated Wealth 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 Holos Integrated Wealth 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 Holos Integrated Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $297k 3.9k 76.74
2025-12-31 $682k 8.8k 77.31
2025-09-30 $697k 9.5k 73.54
2025-06-30 $715k 10k 71.07

More positions owned by Holos Integrated Wealth

First Trust Laddered Buffer ETF Etf (BUFR)
Innovator Laddered Allocation Power Buffer Etf (BUFF)
Legacy Ed Stock (LGCY)
Fidelity Total Bond Etf (FBND)
Fidelity Limited Term Bond Etf (FLTB)
Vanguard Multi-Sector Income Bond ETF Etf (VGMS)
Vanguard High Yield ETF Etf (VGHY)
Schwab US Dividend Equity Etf (SCHD)
Fidelity Enhanced Small Cap Etf (FESM)
Vanguard Mid Cap Etf (VO)
Xtrackers MSCI EAFE Hedged Equity Etf (DBEF)
Innovator Defined Wealth Shield Etf (BALT)
Ishares Russell Top 200 Etf (IWL)
Innovator NASDAQ 100 Managed Floor Etf (QFLR)
SPDR Russell 1000 Yield Focus Etf (ONEY)

View all positions for Holos Integrated Wealth

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
Goldman Sachs Group
Advisor Group Holdings
Meitav Dash Investments
Commerce Bank N A
Ethos Financial Group
Belpointe Asset Management
Northwestern Mutual Wealth Management Company

View all funds holding D Spdr Index Shs Fds