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Spdr Series Trust dj ttl mkt etf shares owned by GW & Wade

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

Historical chart of GW & Wade 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 GW & Wade 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 GW & Wade

Quarter filed Position value Share count Share price at filing
2023-12-31 $211k 3.6k 58.45
2023-06-30 $206k 3.8k 54.37
2022-03-31 $221k 4.0k 55.67
2021-12-31 $232k 4.0k 58.44
2021-09-30 $210k 4.0k 52.90
2021-06-30 $210k 4.0k 52.90
2021-03-31 $201k 4.1k 49.31
2014-12-31 $561k 3.6k 154.76

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Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Exxon Mobil Corporation (XOM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Broadcom (AVGO)
Ishares Tr Rus 1000 Val Etf (IWD)
Procter & Gamble Company (PG)

View all positions for GW & Wade

Top funds holding Spdr Series Trust dj ttl mkt etf

LPL Financial
Huntington National Bank
CWM
Private Advisor
Envestnet Asset Management
ValMark Advisers
Wealthcare Advisory Partners
RFG Advisory
Wealth Enhancement Advisory Services
Professional Financial Advisors
Syntegra Private Wealth Group
Shepherd Financial Partners
Advisor Group Holdings
Wealthquest
Rockbridge Investment Management, LCC

View all funds holding Spdr Series Trust dj ttl mkt etf