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Spdr Series Trust dj ttl mkt etf shares owned by Capital & Planning

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

Historical chart of Capital & Planning 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 Capital & 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 Capital & Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $96k 1.2k 79.06
2024-12-31 $68k 944 71.47

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Top funds holding Spdr Series Trust dj ttl mkt etf

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

View all funds holding Spdr Series Trust dj ttl mkt etf