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D Spdr Index Shs Fds shares owned by Investment Planning Advisors

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

Historical chart of Investment Planning Advisors 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 Investment Planning Advisors 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 Investment Planning Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $350k 5.8k 60.78

More positions owned by Investment Planning Advisors

Spdr Ser Tr Portfolio S&p500 (SPLG)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Ea Series Trust Freedom 100 Em (FRDM)
Blackrock Etf Trust Ii Flexible Income (BINC)
Spdr Ser Tr Portfolio S&p600 (SPSM)
J P Morgan Exchange Traded F Income Etf (JPIE)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)

View all positions for Investment Planning Advisors

Top funds holding D Spdr Index Shs Fds

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

View all funds holding D Spdr Index Shs Fds