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Spdr Series Trust dj ttl mkt etf shares owned by Kelman-Lazarov

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

Historical chart of Kelman-Lazarov investment in Spdr Series Trust dj ttl mkt etf

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Quarterly reported holdings in Spdr Series Trust dj ttl mkt etf by Kelman-Lazarov

Quarter filed Position value Share count Share price at filing
2025-09-30 $491k 6.1k 80.65
2025-06-30 $461k 6.2k 74.89
2025-03-31 $423k 6.2k 68.01
2024-12-31 $461k 6.5k 71.43
2024-09-30 $459k 6.6k 70.06
2024-06-30 $435k 6.6k 66.35
2024-03-31 $430k 6.7k 64.15
2023-12-31 $405k 6.9k 58.45
2023-09-30 $363k 6.9k 52.49
2023-06-30 $377k 6.9k 54.44
2023-03-31 $349k 6.9k 50.43
2022-12-31 $327k 6.9k 47.29
2022-09-30 $305k 6.9k 44.05
2022-06-30 $322k 6.9k 46.50
2022-03-31 $385k 6.9k 55.60
2021-12-31 $410k 7.0k 58.49
2021-09-30 $371k 7.0k 52.92
2021-06-30 $371k 7.0k 52.92
2021-03-31 $345k 7.0k 49.22
2020-12-31 $323k 7.0k 46.08
2020-09-30 $287k 7.0k 40.94
2020-06-30 $272k 7.2k 37.78
2020-03-31 $226k 7.2k 31.39
2019-12-31 $358k 9.0k 39.85
2019-09-30 $330k 9.0k 36.73
2019-06-30 $328k 9.0k 36.51
2019-03-31 $322k 9.2k 35.19
2018-12-31 $283k 9.2k 30.93
2018-09-30 $331k 9.2k 36.17
2018-06-30 $311k 9.2k 33.99
2018-03-31 $300k 9.2k 32.79
2017-12-31 $304k 9.2k 33.22
2017-09-30 $287k 1.5k 188.20
2017-06-30 $276k 1.5k 180.98
2017-03-31 $269k 1.5k 176.39
2016-12-31 $255k 1.5k 167.38
2016-09-30 $244k 1.5k 159.82
2016-06-30 $393k 2.5k 155.66
2016-03-31 $387k 2.5k 153.27

More positions owned by Kelman-Lazarov

Schwab Strategic Tr Fundamental Us L (FNDX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Spdr Series Trust Portfolio S&p500 (SPLG)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core S&p Scp Etf (IJR)
Pimco Etf Tr Active Bd Etf (BOND)
Schwab Strategic Tr Fundamental Emer (FNDE)
Ishares Tr Mbs Etf (MBB)
Schwab Strategic Tr Fundamental Intl (FNDC)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Kelman-Lazarov

Top funds holding Spdr Series Trust dj ttl mkt etf

LPL Financial
CWM
Creative Planning
Private Advisor
ValMark Advisers
Wealthcare Advisory Partners
Assetmark
Wealth Enhancement Advisory Services
Huntington National Bank
Advisor Group Holdings
Envestnet Asset Management
Hughes Financial Services
Professional Financial Advisors
Syntegra Private Wealth Group
Modern Wealth Management

View all funds holding Spdr Series Trust dj ttl mkt etf