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Spdr Series Trust dj ttl mkt etf shares owned by Legacy Private Trust

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

Historical chart of Legacy Private Trust investment in Spdr Series Trust dj ttl mkt etf

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All positions including Spdr Series Trust dj ttl mkt etf held by Legacy Private Trust 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 Private Trust

Quarter filed Position value Share count Share price at filing
2024-09-30 $44M 623k 70.06
2024-06-30 $42M 637k 66.35
2024-03-31 $21M 326k 64.15
2023-12-31 $19M 325k 58.45
2023-09-30 $16M 313k 52.49
2023-06-30 $16M 298k 54.44

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Spdr Ser Tr Portfoli S&p1500 (SPTM)
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Pimco Etf Tr Active Bd Etf (BOND)

View all positions for Legacy Private Trust

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
Rockbridge Investment Management, LCC

View all funds holding Spdr Series Trust dj ttl mkt etf