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D Spdr Index Shs Fds shares owned by Zrc Wealth Management

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

Historical chart of Zrc 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 Zrc 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 Zrc Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $64k 855 74.90
2025-06-30 $59k 855 69.00
2025-03-31 $80k 1.3k 62.42
2024-12-31 $81k 1.3k 63.33

More positions owned by Zrc Wealth Management

Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core S&p Us Gwt (IUSG)
Schwab Strategic Tr Fundamental Us L (FNDX)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Ishares Tr Core S&p Scp Etf (IJR)
Alphabet Cap Stk Cl A (GOOGL)
First Tr Exchange Traded Buywrit Incm Etf (FTHI)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Reit Etf (SCHH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Zrc Wealth Management

Top funds holding D Spdr Index Shs Fds

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Peak Financial Management
Mariner Wealth Advisors
Private Advisor
Schaeffer Financial
Meitav Dash Investments
Wealth Enhancement Advisory Services
Commerce Bank N A
Morgan Stanley
Advisor Group Holdings
Jane Street
Ethos Financial Group

View all funds holding D Spdr Index Shs Fds