Spdr Series Trust dj ttl mkt etf shares owned by Legacy Wealth Management, LLC / MS
Quarter-by-quarter ownership of Spdr Series Trust dj ttl mkt etf (SPTM) shares owned by Legacy Wealth Management, LLC / MS
from 13F filings
Historical chart of Legacy Wealth Management, LLC / MS 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 Legacy Wealth Management, LLC / MS
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $320k | 4.0k | 80.65 |
| 2025-06-30 | $297k | 4.0k | 74.89 |
| 2025-03-31 | $504k | 7.4k | 68.01 |
| 2024-12-31 | $529k | 7.4k | 71.43 |
| 2024-09-30 | $492k | 7.0k | 70.06 |
| 2024-06-30 | $251k | 3.8k | 66.35 |
| 2024-03-31 | $243k | 3.8k | 64.15 |
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