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Spdr Series Trust dj ttl mkt etf shares owned by Atlas Private Wealth Advisors

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

Historical chart of Atlas Private Wealth Advisors investment in Spdr Series Trust dj ttl mkt etf

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All positions including Spdr Series Trust dj ttl mkt etf held by Atlas Private Wealth Advisors 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 Atlas Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $11M 130k 80.65
2025-06-30 $16M 215k 74.89
2025-03-31 $13M 192k 68.02
2024-12-31 $2.4M 34k 71.43

More positions owned by Atlas Private Wealth Advisors

Spdr Series Trust Portfolio S&p400 (SPMD)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Spdr Series Trust Portfolio S&p600 (SPSM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T Large Cap Value (PWV)
First Tr Exchange-traded Ft Vest Ris (RDVI)
Apple (AAPL)
Ishares Tr Core Div Grwth (DGRO)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Index Shs Fds Msci Acwi Exus (CWI)

View all positions for Atlas Private Wealth Advisors

Top funds holding Spdr Series Trust dj ttl mkt etf

LPL Financial
CWM
Creative Planning
Private Advisor
ValMark Advisers
Wealthcare Advisory Partners
Assetmark
Wealth Enhancement Advisory Services
Huntington National Bank
Advisor Group Holdings
Envestnet Asset Management
Hughes Financial Services
Professional Financial Advisors
Syntegra Private Wealth Group
Modern Wealth Management

View all funds holding Spdr Series Trust dj ttl mkt etf