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Spdr Series Trust dj ttl mkt etf shares owned by BFC Planning

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

Historical chart of BFC Planning 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 BFC Planning 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 BFC Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $21M 236k 90.79
2026-03-31 $27M 346k 79.06
2025-12-31 $18M 219k 82.50
2025-09-30 $1.6M 20k 80.65
2025-06-30 $1.5M 20k 74.89
2025-03-31 $1.4M 20k 68.01
2024-12-31 $1.5M 22k 71.43

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Top funds holding Spdr Series Trust dj ttl mkt etf

LPL Financial
Assetmark
Creative Planning
ValMark Advisers
Toroso Investments
Private Advisor
Wealthcare Advisory Partners
Professional Financial Advisors
Hughes Financial Services
Advisor Group Holdings
Ameriprise Financial
Wealth Enhancement Advisory Services
Syntegra Private Wealth Group
Keener Financial Planning
Modern Wealth Management

View all funds holding Spdr Series Trust dj ttl mkt etf