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D Spdr Index Shs Fds shares owned by SHP Wealth Management

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

Historical chart of SHP 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 SHP 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 SHP Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $354k 4.6k 76.72

More positions owned by SHP Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Fidelity Covington Trust Enhanced Large (FELC)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Mid Cap Etf (VO)
J P Morgan Exchange Traded F Small &mid Cap (JMEE)
NVIDIA Corporation (NVDA)

View all positions for SHP 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