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Spdr Series Trust dj ttl mkt etf shares owned by Centricity Wealth Management

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

Historical chart of Centricity Wealth Management 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 Centricity Wealth Management 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 Centricity Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $24k 321 74.89
2025-03-31 $21k 315 68.01
2024-12-31 $22k 308 71.43

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View all positions for Centricity Wealth Management

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