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D Spdr Index Shs Fds shares owned by TrinityPoint Wealth

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

Historical chart of TrinityPoint Wealth 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 TrinityPoint Wealth 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 TrinityPoint Wealth

Quarter filed Position value Share count Share price at filing
2024-12-31 $4.0M 62k 63.33
2024-09-30 $4.0M 61k 64.77
2024-06-30 $3.7M 61k 60.78
2024-03-31 $3.5M 59k 59.68
2023-12-31 $3.1M 55k 55.34

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View all positions for TrinityPoint Wealth

Top funds holding D Spdr Index Shs Fds

LPL Financial
Sequoia Financial Advisors
Private Advisor
Mariner Wealth Advisors
Independent Advisor Alliance
Peak Financial Management
Legal & General Group
Advance Capital Management
Wealth Enhancement Advisory Services
Bank of America Corporation
Jane Street
Schaeffer Financial
Meitav Dash Investments
Ethos Financial Group
Unique Wealth

View all funds holding D Spdr Index Shs Fds