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Spdr Series Trust dj ttl mkt etf shares owned by Patriot Financial Group Insurance Agency

Quarter-by-quarter ownership of Spdr Series Trust dj ttl mkt etf (SPTM) shares owned by Patriot Financial Group Insurance Agency from 13F filings

Historical chart of Patriot Financial Group Insurance Agency investment in Spdr Series Trust dj ttl mkt etf

Tip: Access up to 7 years of quarterly data

All positions including Spdr Series Trust dj ttl mkt etf held by Patriot Financial Group Insurance Agency consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Series Trust dj ttl mkt etf by Patriot Financial Group Insurance Agency

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.1M 32k 64.15
2023-12-31 $1.9M 33k 58.45
2023-09-30 $1.7M 33k 52.49
2023-06-30 $1.8M 34k 54.44
2023-03-31 $1.7M 34k 50.43
2022-12-31 $1.7M 36k 47.29
2022-09-30 $1.6M 36k 44.11
2022-06-30 $1.7M 37k 46.49
2022-03-31 $2.1M 38k 55.59
2021-12-31 $2.3M 39k 58.45
2021-09-30 $2.1M 39k 52.98
2021-06-30 $2.1M 40k 52.98
2021-03-31 $2.0M 41k 49.19
2020-12-31 $1.9M 41k 46.09
2020-09-30 $1.8M 45k 40.88
2020-06-30 $1.7M 45k 37.78
2020-03-31 $1.5M 48k 31.44
2019-12-31 $1.9M 48k 39.86
2019-09-30 $1.8M 48k 36.75
2019-06-30 $1.8M 48k 36.85
2019-03-31 $1.6M 45k 35.18
2018-12-31 $1.4M 44k 30.90
2018-09-30 $48k 1.3k 36.39
2018-03-31 $4.0k 109 36.70
2017-12-31 $4.0k 109 36.70
2017-09-30 $3.0k 18 166.67
2017-06-30 $3.0k 18 166.67
2017-03-31 $3.0k 18 166.67

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View all positions for Patriot Financial Group Insurance Agency

Top funds holding Spdr Series Trust dj ttl mkt etf

Huntington National Bank
CWM
Private Advisor
ValMark Advisers
Wealthcare Advisory Partners
Wealth Enhancement Advisory Services
Professional Financial Advisors
Rockbridge Investment Management, LCC
Shepherd Financial Partners
Advisor Group Holdings
Syntegra Private Wealth Group
RFG Advisory
Wells Fargo & Company
Wealthquest
Hanson McClain Advisors

View all funds holding Spdr Series Trust dj ttl mkt etf