Who owns Spdr Series Trust dj ttl mkt etf?
- Ticker: SPTM
- CUSIP Number: 78464A805
Tip: Access positions for across all investors
Analyze quarterly positions in Spdr Series Trust dj ttl mkt etf with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Spdr Series Trust dj ttl mkt etf this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
CWM | 3.3M | $210M | 12% | Mar 2024 |
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Private Advisor | 3.0M | $175M | 9% | Dec 2023 |
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ValMark Advisers | 2.3M | $134M | 1% | Dec 2023 |
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Wealthcare Advisory Partners | 2.1M | $136M | 1% | Mar 2024 |
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Wealth Enhancement Advisory Services | 1.9M | $125M | -57% | Mar 2024 |
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Professional Financial Advisors | 1.5M | $95M | 16% | Mar 2024 |
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Rockbridge Investment Management, LCC | 1.5M | $86M | 100% | Dec 2023 |
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Shepherd Financial Partners | 1.5M | $94M | 1% | Mar 2024 |
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Advisor Group Holdings | 1.3M | $78M | -25% | Dec 2023 |
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Syntegra Private Wealth Group | 1.3M | $76M | 1623% | Dec 2023 |
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RFG Advisory | 1.3M | $80M | 3% | Mar 2024 |
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Wells Fargo & Company | 1.1M | $63M | -3% | Dec 2023 |
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Wealthquest | 940k | $55M | 5% | Dec 2023 |
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Hanson McClain Advisors | 885k | $57M | 3% | Mar 2024 |
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ARS Wealth Advisors Group | 884k | $52M | 8% | Dec 2023 |
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Financial Strategies Group | 779k | $50M | -12% | Mar 2024 |
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Financial Gravity Wealth | 763k | $407M | 0% | Dec 2023 |
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Keener Financial Planning | 752k | $44M | 100% | Dec 2023 |
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Woodard & Co Asset Management Group | 720k | $42M | -5% | Dec 2023 |
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Stratos Wealth Partners | 694k | $45M | -33% | Mar 2024 |
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Royal Harbor Partners | 688k | $40M | 3% | Dec 2023 |
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Weitzel Financial Services | 685k | $40M | -2% | Dec 2023 |
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Bank of America Corporation | 636k | $37M | 1% | Dec 2023 |
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Rinkey Investments | 633k | $37M | 0% | Dec 2023 |
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SPC Financial | 626k | $37M | 100% | Dec 2023 |
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HPM Partners | 600k | $35M | 2% | Dec 2023 |
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Goldman Sachs Group | 591k | $35M | 4461% | Dec 2023 |
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Charles Schwab Investment Management | 588k | $34M | -15% | Dec 2023 |
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Rosenberg Matthew Hamilton | 573k | $37M | 1% | Mar 2024 |
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Asset Management Resources | 546k | $32M | 0% | Dec 2023 |
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Winch Advisory Services | 526k | $31M | 4% | Dec 2023 |
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Treasure Coast Financial Planning | 511k | $33M | -3% | Mar 2024 |
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Raymond James Financial Services Advisors | 497k | $32M | -20% | Mar 2024 |
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VisionPoint Advisory Group | 496k | $29M | 100% | Dec 2023 |
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Park Avenue Securities | 493k | $32M | -12% | Mar 2024 |
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SigFig Wealth Management | 481k | $27M | -7% | Dec 2023 |
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Symphony Financial | 480k | $31M | 6% | Mar 2024 |
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GM Advisory | 455k | $27M | 0% | Dec 2023 |
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Strategic Financial | 392k | $23M | -27% | Dec 2023 |
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N.E.W. Advisory Services | 386k | $25M | -5% | Mar 2024 |
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Baltimore-Washington Financial Advisors | 385k | $23M | 12% | Dec 2023 |
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Astor Investment Management | 374k | $22M | -10% | Dec 2023 |
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Boston Standard Wealth Management | 361k | $23M | 6% | Mar 2024 |
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Cambridge Investment Research Advisors | 354k | $23M | -32% | Mar 2024 |
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Aquire Wealth Advisors | 345k | $20M | -5% | Dec 2023 |
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Callan Capital | 333k | $20M | -11% | Dec 2023 |
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RVW Wealth | 332k | $21M | -2% | Mar 2024 |
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Money Concepts Capital Corp | 331k | $19M | -6% | Dec 2023 |
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Fox Financial | 331k | $19M | 100% | Dec 2023 |
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Legacy Private Trust | 326k | $21M | 0% | Mar 2024 |
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Capasso Planning Partners | 313k | $20M | 5% | Mar 2024 |
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DORVAL Corp | 307k | $19M | -1% | Mar 2024 |
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Balentine | 304k | $18M | -20% | Dec 2023 |
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Annex Advisory Services, LLC, d/b/a Annex Wealth Management | 292k | $19M | -5% | Mar 2024 |
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Snowden Capital Advisors | 292k | $17M | -1% | Dec 2023 |
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Geneos Wealth Management | 290k | $17M | 6% | Dec 2023 |
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Parallel Advisors | 285k | $17M | -20% | Dec 2023 |
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Compass Financial Group | 276k | $18M | -3% | Mar 2024 |
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Wintrust Financial Corporation | 270k | $16M | -3% | Dec 2023 |
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Retirement Capital Strategies | 255k | $15M | 0% | Dec 2023 |
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Advisors Capital Management | 254k | $15M | 20% | Dec 2023 |
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Pure Financial Advisors | 254k | $16M | -3% | Mar 2024 |
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BIP Wealth | 248k | $15M | 6% | Dec 2023 |
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AE Wealth Management | 236k | $14M | -55% | Dec 2023 |
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AIFG Consultants | 212k | $12M | 14% | Dec 2023 |
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United Capital Financial Advisers | 207k | $12M | -24% | Dec 2023 |
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Branch Banking & Trust Company | 197k | $12M | -2% | Dec 2023 |
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Mariner Wealth Advisors | 196k | $11M | -45% | Dec 2023 |
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Facet Wealth | 194k | $12M | 2% | Dec 2023 |
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IAG Wealth Partners | 189k | $12M | -4% | Mar 2024 |
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Sentinel Pension Advisors | 183k | $11M | -3% | Dec 2023 |
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Solano Wealth Management | 183k | $11M | 7% | Dec 2023 |
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Treynor Bancshares | 181k | $11M | 8% | Dec 2023 |
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Capital Advisory Group Advisory Services | 178k | $11M | 0% | Mar 2024 |
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Money Matters Financial | 174k | $10M | 5% | Dec 2023 |
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Beacon Financial | 171k | $10M | 41% | Dec 2023 |
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Foundations Investment Advisors | 171k | $10M | 8% | Dec 2023 |
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Bridgewealth Advisory Group | 166k | $11M | -5% | Mar 2024 |
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Ervin Investment Management | 166k | $11M | 0% | Mar 2024 |
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Larson Financial Group | 164k | $9.6M | -2% | Dec 2023 |
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Financial Enhancement | 164k | $10M | 0% | Mar 2024 |
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Evensky & Katz | 163k | $10M | -3% | Mar 2024 |
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Investors Research Corp | 160k | $9.3M | -2% | Dec 2023 |
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Equita Financial Network | 155k | $9.1M | -3% | Dec 2023 |
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Slagle Financial | 152k | $4.4M | 96% | Dec 2023 |
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G&S Capital | 150k | $9.6M | 7% | Mar 2024 |
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Iron Financial | 147k | $9.4M | -2% | Mar 2024 |
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Spartan Planning & Wealth Management | 146k | $8.5M | 65% | Dec 2023 |
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Creative Planning | 143k | $8.4M | 32% | Dec 2023 |
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Arete Wealth Advisors | 141k | $8.2M | 100% | Dec 2023 |
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Commonwealth Equity Services | 139k | $8.1M | -22% | Dec 2023 |
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Cary Street Partner Investment Advisory | 139k | $8.1M | -6% | Dec 2023 |
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Jpmorgan Chase & Co | 138k | $8.1M | -3% | Dec 2023 |
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PAX Financial Group | 138k | $8.4M | -11% | Dec 2023 |
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Zhang Financial | 136k | $8.7M | 99% | Mar 2024 |
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Krueger & Catalano Capital Partners | 131k | $8.4M | -1% | Mar 2024 |
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Capital Analysts | 131k | $7.6M | 11% | Dec 2023 |
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Summit Investment Advisory Services | 129k | $8.3M | -1% | Mar 2024 |
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Kestra Advisory Services | 122k | $7.2M | 3% | Dec 2023 |
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UBS Group | 114k | $6.7M | -37% | Dec 2023 |
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Financial Management Professionals | 109k | $7.0M | 0% | Mar 2024 |
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SFG Wealth Management | 103k | $6.6M | -8% | Mar 2024 |
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Bensler | 102k | $5.9M | 7% | Dec 2023 |
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Flagship Harbor Advisors | 101k | $6.5M | 1% | Mar 2024 |
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Mutual Advisors | 100k | $5.8M | -5% | Dec 2023 |
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Trilogy Capital | 100k | $6.4M | 4% | Mar 2024 |
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KWB Wealth | 98k | $6.3M | -6% | Mar 2024 |
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WNY Asset Management | 96k | $5.6M | 2% | Dec 2023 |
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Atria Investments | 96k | $5.6M | 1% | Dec 2023 |
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Western Wealth Management | 95k | $5.6M | 6% | Dec 2023 |
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Tempus Wealth Planning | 95k | $6.1M | -3% | Mar 2024 |
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Global Retirement Partners | 92k | $5.9M | 6% | Mar 2024 |
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Cascade Investment Group | 91k | $5.3M | 1% | Dec 2023 |
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Two Sigma Investments | 91k | $5.3M | 288% | Dec 2023 |
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Savant Capital Management | 90k | $5.2M | -1% | Dec 2023 |
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Captrust Financial Advisors | 88k | $5.2M | 2% | Dec 2023 |
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HBW Advisory Services | 86k | $5.0M | 0% | Mar 2024 |
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Collaborative Wealth Managment | 85k | $5.0M | 3% | Dec 2023 |
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Raymond James & Associates | 85k | $5.4M | -3% | Mar 2024 |
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Sterneck Capital Management | 83k | $5.3M | -1% | Mar 2024 |
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Peterson Wealth Advisors | 80k | $5.1M | -29% | Mar 2024 |
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Redwood Financial Network Corp | 77k | $4.5M | 6% | Dec 2023 |
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Isthmus Partners | 77k | $4.5M | 0% | Dec 2023 |
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Integrated Capital Management | 76k | $4.9M | -6% | Mar 2024 |
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Values Added Financial | 76k | $4.9M | -5% | Mar 2024 |
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CI Private Wealth | 71k | $4.2M | -7% | Dec 2023 |
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Exchange Capital Management | 69k | $4.5M | 9% | Mar 2024 |
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Austin Wealth Management | 69k | $4.2M | -6% | Dec 2023 |
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Journey Advisory Group | 67k | $3.9M | 0% | Dec 2023 |
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Roundview Capital | 67k | $3.9M | 2% | Dec 2023 |
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Legacy Capital Group California | 67k | $3.9M | -3% | Dec 2023 |
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Orca Investment Management | 66k | $4.2M | 0% | Mar 2024 |
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Benedetti & Gucer | 66k | $3.8M | 0% | Dec 2023 |
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Harbour Investments | 65k | $3.8M | 173% | Dec 2023 |
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Lvm Capital Management | 64k | $4.1M | 0% | Mar 2024 |
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Praetorian Wealth Management | 64k | $4.1M | -9% | Mar 2024 |
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Cabot Money Management | 63k | $3.7M | 1% | Dec 2023 |
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Greenleaf Trust | 61k | $3.5M | 0% | Dec 2023 |
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Advocacy Wealth Management Services | 59k | $3.8M | 9% | Mar 2024 |
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Trinity Wealth Management | 59k | $3.8M | 1% | Mar 2024 |
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Wellington Wealth Strategies | 57k | $3.3M | 100% | Dec 2023 |
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TKG Advisors | 56k | $3.3M | 5% | Dec 2023 |
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HighTower Advisors | 55k | $3.2M | -6% | Dec 2023 |
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JT Stratford | 55k | $3.2M | 6% | Dec 2023 |
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Advisory Services Network | 54k | $3.2M | -1% | Dec 2023 |
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Garrett Investment Advisors | 54k | $3.5M | -1% | Mar 2024 |
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Good Life Advisors | 54k | $3.2M | -1% | Dec 2023 |
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Apeiron RIA | 52k | $3.4M | 1% | Mar 2024 |
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Atria Wealth Solutions | 50k | $2.9M | 4% | Dec 2023 |
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Aldebaran Financial | 50k | $2.9M | 1% | Dec 2023 |
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Compass Financial | 49k | $2.9M | -1% | Dec 2023 |
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Virtue Capital Management | 36k | $2.1M | -56% | Dec 2023 |
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Winthrop Advisory Group | 33k | $2.4M | -93% | Mar 2024 |
|
Little House Capital | 4.3k | $274k | -95% | Mar 2024 |
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Who sold out of Spdr Series Trust dj ttl mkt etf?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Congress Wealth Management LLC / DE / | Dec 2023 | 71k | $4.1M |
Advisor Resource Council | Dec 2023 | 61k | $3.5M |