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D Spdr Index Shs Fds shares owned by Legacy Wealth Managment

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

Historical chart of Legacy Wealth Managment 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 Legacy Wealth Managment 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 Legacy Wealth Managment

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.0k 80 74.90
2025-06-30 $5.5k 80 69.00
2025-03-31 $5.0k 80 62.43
2024-12-31 $25k 378 65.38
2024-09-30 $25k 378 64.90

More positions owned by Legacy Wealth Managment

Streamex Corp Call Call Option (Principal) (STEX)
NeoVo (NEOV)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Oracle Corporation (ORCL)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Proshares Tr Bitcoin Etf (BITO)
Eagle Pt Cr (ECC)
Ishares Tr Ultra Short Dur (ICSH)
Fs Kkr Capital Corp (FSK)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)
Simplify Exchange Traded Fun Gold Strategy Pl (YGLD)
First Tr Exchange-traded First Tr Enh New (FTSM)
Cion Invt Corp (CION)
Viper Energy Cl A (VNOM)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)

View all positions for Legacy Wealth Managment

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
Morgan Stanley
Advisor Group Holdings
Jane Street
Ethos Financial Group

View all funds holding D Spdr Index Shs Fds