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Spdr Series Trust dj ttl mkt etf shares owned by Wellington Wealth Strategies

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

Historical chart of Wellington Wealth Strategies 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 Wellington Wealth Strategies 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 Wellington Wealth Strategies

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.3M 57k 58.45
2020-12-31 $3.3M 57k 58.45

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Ishares Core Msci Eafe Etf core msci eafe (IEFA)
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Spdr Series Trust dj ttl mkt etf (SPTM)
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View all positions for Wellington Wealth Strategies

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