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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
2024-03-31 $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

More positions owned by KWB Wealth

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Invesco Actively Managed Etf Total Return (GTO)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Spdr Ser Tr Port Mtg Bk Etf (SPMB)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)

View all positions for KWB Wealth

Top funds holding Spdr Series Trust dj ttl mkt etf

CWM
Private Advisor
ValMark Advisers
Wealthcare Advisory Partners
Wealth Enhancement Advisory Services
Professional Financial Advisors
Rockbridge Investment Management, LCC
Shepherd Financial Partners
Advisor Group Holdings
Syntegra Private Wealth Group
RFG Advisory
Wells Fargo & Company
Wealthquest
Hanson McClain Advisors
ARS Wealth Advisors Group

View all funds holding Spdr Series Trust dj ttl mkt etf