Richard W. Paul & Associates »

Spdr Series Trust dj ttl mkt etf shares owned by Richard W. Paul & Associates

Quarter-by-quarter ownership of Spdr Series Trust dj ttl mkt etf (SPTM) shares owned by Richard W. Paul & Associates from 13F filings

Historical chart of Richard W. Paul & Associates 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 Richard W. Paul & Associates 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 Richard W. Paul & Associates

Quarter filed Position value Share count Share price at filing
2023-12-31 $148k 2.5k 58.45
2023-09-30 $133k 2.5k 52.49
2023-06-30 $3.7M 69k 54.44
2023-03-31 $3.6M 71k 50.43
2022-12-31 $1.8M 38k 47.29

More positions owned by Richard W. Paul & Associates

Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Ser Tr Portfolio Short (SPSB)
Apple (AAPL)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Core Msci Emkt (IEMG)
Microsoft Corporation (MSFT)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)

View all positions for Richard W. Paul & Associates

Top funds holding Spdr Series Trust dj ttl mkt etf

LPL Financial
Huntington National Bank
CWM
Private Advisor
Envestnet Asset Management
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
ARS Wealth Advisors Group

View all funds holding Spdr Series Trust dj ttl mkt etf