Keener Financial Planning »

Spdr Series Trust dj ttl mkt etf shares owned by Keener Financial Planning

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

Historical chart of Keener Financial Planning 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 Keener Financial Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Spdr Series Trust dj ttl mkt etf by Keener Financial Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $56M 798k 70.06
2024-06-30 $55M 822k 66.35
2024-03-31 $51M 787k 64.15
2023-12-31 $44M 752k 58.45

More positions owned by Keener Financial Planning

Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Texas Instruments Incorporated (TXN)
Vanguard Index Fds Value Etf (VTV)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Vanguard Scottsdale Fds Int-term Corp (VCIT)

View all positions for Keener Financial Planning

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
Morgan Stanley
Wealthquest

View all funds holding Spdr Series Trust dj ttl mkt etf