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Spdr Series Trust dj ttl mkt etf shares owned by Coldstream Capital Management

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

Historical chart of Coldstream Capital Management 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 Coldstream Capital 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 Coldstream Capital Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $49M 495k 97.91
2025-03-31 $72k 1.1k 68.01
2023-03-31 $509k 10k 50.43
2022-12-31 $576k 12k 47.29
2022-06-30 $703k 15k 46.48

More positions owned by Coldstream Capital Management

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p500 Etf (IVV)
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Hdg Msci Eafe (HEFA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
Proshares Tr S&p Mdcp 400 Div (REGL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)

View all positions for Coldstream Capital Management

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
Huntington National Bank
Hughes Financial Services
Professional Financial Advisors
Morgan Stanley
Advisor Group Holdings
Modern Wealth Management
Syntegra Private Wealth Group

View all funds holding Spdr Series Trust dj ttl mkt etf