J.w. Cole Advisors »

D Spdr Index Shs Fds shares owned by J.w. Cole Advisors

Quarter-by-quarter ownership of D Spdr Index Shs Fds (SPGM) shares owned by J.w. Cole Advisors from 13F filings

Historical chart of J.w. Cole 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 J.w. Cole Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in D Spdr Index Shs Fds by J.w. Cole Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $301k 3.5k 85.66
2022-03-31 $6.0k 17k 0.36

More positions owned by J.w. Cole Advisors

Apple (AAPL)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core Div Grwth (DGRO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for J.w. Cole Advisors

Top funds holding D Spdr Index Shs Fds

LPL Financial
Sequoia Financial Advisors
Bank of Nova Scotia
HighTower Advisors
Private Advisor
Peak Financial Management
Commerce Bank N A
Advisor Group Holdings
Goldstone Financial Group
Schaeffer Financial
Morgan Stanley
Bank of America Corporation
Advance Capital Management
Goss Wealth Management
Ethos Financial Group

View all funds holding D Spdr Index Shs Fds