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Spdr Series Trust dj ttl mkt etf shares owned by KWB Wealth

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

Historical chart of KWB Wealth 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 KWB Wealth 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 KWB Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.6M 100k 66.35
2024-06-30 $6.3M 98k 64.15
2024-03-31 $6.3M 98k 64.15
2023-12-31 $6.1M 104k 58.45
2023-09-30 $3.2M 58k 54.44
2023-06-30 $3.4M 62k 54.44
2023-03-31 $2.8M 59k 47.29
2022-12-31 $2.8M 58k 47.29
2022-09-30 $1.9M 42k 44.12
2022-06-30 $6.2M 132k 46.48