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D Spdr Index Shs Fds shares owned by Strategic Financial

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

Historical chart of Strategic Financial investment in D Spdr Index Shs Fds

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All positions including D Spdr Index Shs Fds held by Strategic Financial 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 Strategic Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $471k 8.5k 55.34
2023-09-30 $324k 6.4k 50.49
2023-06-30 $285k 5.4k 52.34
2023-03-31 $208k 4.2k 49.87

More positions owned by Strategic Financial

Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ecolab (ECL)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Spdr Ser Tr Portfolio Short (SPSB)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Strategic Financial

Top funds holding D Spdr Index Shs Fds

LPL Financial
Sequoia Financial Advisors
Private Advisor
Mariner Wealth Advisors
Legal & General Group
Peak Financial Management
Advance Capital Management
Wealth Enhancement Advisory Services
Schaeffer Financial
Bank of America Corporation
Meitav Dash Investments
Unique Wealth
First Heartland Consultants
Trilogy Capital
Belpointe Asset Management

View all funds holding D Spdr Index Shs Fds