Private Wealth Management Group »

Spdr Series Trust dj ttl mkt etf shares owned by Private Wealth Management Group

Quarter-by-quarter ownership of Spdr Series Trust dj ttl mkt etf (SPTM) shares owned by Private Wealth Management Group from 13F filings

Historical chart of Private Wealth Management Group 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 Private Wealth Management Group 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 Spdr Series Trust dj ttl mkt etf by Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $62k 972 64.15
2023-12-31 $61k 1.1k 58.45

More positions owned by Private Wealth Management Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Intl Small Cap V (DISV)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Global Real Est (DFGR)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Shrt Nat Mun Etf (SUB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Apple (AAPL)

View all positions for Private Wealth Management Group

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
Syntegra Private Wealth Group
Advisor Group Holdings
RFG Advisory
Wealthquest
Hanson McClain Advisors
ARS Wealth Advisors Group

View all funds holding Spdr Series Trust dj ttl mkt etf