TrinityPoint Wealth »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in D Spdr Index Shs Fds by TrinityPoint Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.1M 55k 55.34

More positions owned by TrinityPoint Wealth

Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Amazon (AMZN)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Abbvie (ABBV)
CVS Caremark Corporation (CVS)
Honeywell International (HON)
Alphabet Cap Stk Cl A (GOOGL)
Select Sector Spdr Tr Technology (XLK)
Merck & Co (MRK)
UnitedHealth (UNH)

View all positions for TrinityPoint Wealth

Top funds holding D Spdr Index Shs Fds

Sequoia Financial Advisors
Private Advisor
Legal & General Group
Advance Capital Management
Peak Financial Management
Wealth Enhancement Advisory Services
Mirae Asset Global Investments
Schaeffer Financial
CX Institutional
Mariner Wealth Advisors
Meitav Dash Investments
Bank of America Corporation
Unique Wealth
CWM
Trilogy Capital

View all funds holding D Spdr Index Shs Fds