Spdr Series Trust dj ttl mkt etf shares owned by Bernardo Wealth Planning
Quarter-by-quarter ownership of Spdr Series Trust dj ttl mkt etf (SPTM) shares owned by Bernardo Wealth Planning
from 13F filings
Historical chart of Bernardo Wealth Planning investment in Spdr Series Trust dj ttl mkt etf
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Quarterly reported holdings in Spdr Series Trust dj ttl mkt etf by Bernardo Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.0M | 14k | 71.15 |
| 2024-06-30 | $976k | 15k | 66.35 |
| 2024-03-31 | $941k | 15k | 64.15 |
| 2023-12-31 | $849k | 15k | 58.45 |
| 2023-09-30 | $773k | 15k | 52.49 |
| 2023-06-30 | $802k | 15k | 54.44 |
| 2023-03-31 | $768k | 15k | 50.43 |
| 2022-12-31 | $720k | 15k | 47.29 |
| 2022-09-30 | $721k | 16k | 46.18 |
| 2022-06-30 | $793k | 17k | 46.48 |
| 2022-03-31 | $950k | 17k | 55.55 |
| 2021-12-31 | $1.0M | 18k | 58.43 |
| 2021-09-30 | $922k | 17k | 52.95 |
| 2021-06-30 | $932k | 18k | 52.92 |
| 2021-03-31 | $864k | 18k | 49.17 |
| 2020-12-31 | $843k | 18k | 46.04 |
| 2020-09-30 | $763k | 19k | 40.85 |
| 2020-06-30 | $737k | 20k | 37.78 |
| 2020-03-31 | $1.4M | 44k | 31.43 |
| 2019-12-31 | $5.6M | 140k | 39.86 |
| 2019-09-30 | $4.2M | 116k | 36.74 |
| 2019-06-30 | $355k | 9.7k | 36.51 |
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