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Spdr Series Trust dj ttl mkt etf shares owned by JFS Wealth Advisors

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

Historical chart of JFS Wealth Advisors 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 JFS Wealth Advisors 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 JFS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.8M 25k 71.43
2024-09-30 $1.7M 25k 70.06
2024-06-30 $1.6M 24k 66.35
2024-03-31 $1.5M 23k 64.15
2023-12-31 $1.4M 23k 58.45
2023-09-30 $1.4M 26k 52.49
2023-06-30 $1.4M 26k 54.44
2023-03-31 $1.3M 26k 50.43
2022-12-31 $1.3M 27k 47.29
2022-09-30 $1.3M 29k 44.12
2022-06-30 $1.5M 32k 46.48
2022-03-31 $1.8M 32k 55.56
2021-12-31 $1.8M 32k 58.45
2021-09-30 $1.6M 30k 52.98
2021-06-30 $1.6M 30k 52.95
2021-03-31 $1.6M 32k 49.20
2020-12-31 $1.5M 32k 46.08
2020-09-30 $1.3M 32k 40.89
2020-06-30 $1.2M 33k 37.78
2020-03-31 $946k 30k 31.45
2019-12-31 $1.1M 28k 39.85
2019-09-30 $1.0M 28k 36.74
2019-06-30 $998k 27k 36.48
2019-03-31 $998k 28k 35.18
2018-12-31 $1.3M 41k 30.90
2018-09-30 $758k 21k 36.20
2018-06-30 $702k 21k 33.98
2018-03-31 $632k 19k 32.83
2017-12-31 $304k 9.2k 33.22

More positions owned by JFS Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr National Mun Etf (MUB)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for JFS Wealth Advisors

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
Modern Wealth Management
Syntegra Private Wealth Group
Ameriprise Financial
Professional Financial Advisors
Hughes Financial Services
Shepherd Financial Partners

View all funds holding Spdr Series Trust dj ttl mkt etf