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D Spdr Index Shs Fds shares owned by LLBH Private Wealth Management

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

Historical chart of LLBH Private 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 LLBH Private 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 LLBH Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.5M 74k 74.90
2025-06-30 $4.9M 71k 69.00
2025-03-31 $4.2M 67k 62.42

More positions owned by LLBH Private Wealth Management

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Lionsgate Studios Corp (LION)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Alphabet Cap Stk Cl C (GOOG)
NVIDIA Corporation (NVDA)
Blackstone Strategic Cred 20 Com Shs Ben In (BGB)
Amazon (AMZN)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Gold Tr Ishares New (IAU)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI)
Alphabet Cap Stk Cl A (GOOGL)
Exxon Mobil Corporation (XOM)

View all positions for LLBH Private Wealth Management

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