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D Spdr Index Shs Fds shares owned by Modern Wealth Management

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

Historical chart of Modern 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 Modern 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 Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $455k 5.9k 76.71

More positions owned by Modern Wealth Management

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
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Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Series Trust State Street Spd (SPTM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
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Putnam Etf Trust Focused Lar Cap (PVAL)
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Janus Detroit Str Tr Henderson Mtg (JMBS)
Victory Portfolios Ii Shares Free Cash (VFLO)
Spdr Series Trust State Street Spd (SPYM)

View all positions for Modern 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
Goldman Sachs Group
Advisor Group Holdings
Meitav Dash Investments
Wealth Enhancement Advisory Services
Commerce Bank N A
Ethos Financial Group
Belpointe Asset Management

View all funds holding D Spdr Index Shs Fds