SPGM — SPDR INDEX SHS FDS

Ownership history in Advisory Services Network, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in SPDR INDEX SHS FDS (SPGM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 211 +185 +711.5% 0.00% $16K $74.03
2023 Q1 UNCHANGED 26 — 0% 0.00% $1K $46.84
2022 Q4 UNCHANGED 26 — 0% 0.00% $1K $43.80
2021 Q2 INITIATED 26 — — 0.00% $1K $50.37
% of Fund (quarterly)    SPGM price (monthly, adj. close)

Other funds also holding SPGM

As of 2025 Q4 — sorted by position size

Schaeffer Financial LLC 3Y 16.86% Peak Financial Management, Inc. 3Y 7Y 7.31% Barden Capital Management, Inc. 3Y 4.74% INTERACTIVE FINANCIAL ADVISORS, INC. 3Y 7Y 1.67% Advance Capital Management, Inc. 3Y 1.21% ACT WEALTH MANAGEMENT, LLC 3Y 0.99% Investment Planning Advisors, Inc. 0.94% UNIQUE WEALTH, LLC 3Y 0.83% Sequoia Financial Advisors, LLC 3Y 7Y 0.74% Ethos Financial Group, LLC 3Y 0.68%
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