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Spdr Series Trust dj ttl mkt etf shares owned by Greenleaf Trust

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

Historical chart of Greenleaf Trust 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 Greenleaf Trust 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 Greenleaf Trust

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.5M 61k 58.45
2023-09-30 $3.2M 61k 52.49
2023-06-30 $3.3M 61k 54.44
2023-03-31 $3.6M 72k 50.43
2022-12-31 $4.5M 95k 47.29

More positions owned by Greenleaf Trust

Stryker Corporation (SYK)
iShares Core S&P 500 Index Core S&p500 Etf (IVV)
iShares Core MSCI EAFE ETF Core Msci Eafe (IEFA)
Apple (AAPL)
iShares Core S&P Midcap 400 Index Core S&p Mcp Etf (IJH)
Microsoft Corporation (MSFT)
iShares MSCI Emerging Index Fund MFC Msci Emg Mkt Etf (EEM)
iShares Core S&P Smallcap 600 Index Core S&p Scp Etf (IJR)
Amazon (AMZN)
Alphabet Inc. Cl C CL C (GOOG)
Visa Inc - Class A Cl A (V)
Berkshire Hathaway Cl B Cl B New (BRK.B)
S&P 500 Index ETF Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Meta Platforms Inc. Cl A Cl A (META)

View all positions for Greenleaf Trust

Top funds holding Spdr Series Trust dj ttl mkt etf

CWM
Private Advisor
ValMark Advisers
Wealthcare Advisory Partners
Wealth Enhancement Advisory Services
Professional Financial Advisors
Rockbridge Investment Management, LCC
Shepherd Financial Partners
Advisor Group Holdings
Syntegra Private Wealth Group
RFG Advisory
Wells Fargo & Company
Wealthquest
Hanson McClain Advisors
ARS Wealth Advisors Group

View all funds holding Spdr Series Trust dj ttl mkt etf