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Spdr Series Trust dj ttl mkt etf shares owned by Balance Wealth

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

Historical chart of Balance Wealth 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 Balance Wealth 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 Balance Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $352k 4.3k 82.50

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Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)
Select Sector Spdr Tr State Street Hea (XLV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Sm Cp Val Etf (VBR)
2023 Etf Series Trust Brandes Internat (BINV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Wells Fargo & Company (WFC)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Core Intl Aggr (IAGG)

View all positions for Balance Wealth

Top funds holding Spdr Series Trust dj ttl mkt etf

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

View all funds holding Spdr Series Trust dj ttl mkt etf