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Spdr Series Trust dj ttl mkt etf shares owned by Legacy Capital Wealth Partners

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

Historical chart of Legacy Capital Wealth Partners 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 Legacy Capital Wealth Partners 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 Legacy Capital Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 13k 80.65
2025-06-30 $864k 12k 74.89
2025-03-31 $1.3M 20k 68.01
2024-12-31 $1.4M 20k 71.43
2024-09-30 $1.1M 15k 70.06
2024-06-30 $565k 8.5k 66.35
2023-09-30 $982k 19k 52.49
2023-03-31 $1.1M 21k 50.43