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Spdr Series Trust dj ttl mkt etf shares owned by Lifeworks Advisors

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

Historical chart of Lifeworks Advisors 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 Lifeworks Advisors 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 Lifeworks Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 19k 70.06
2024-06-30 $341k 5.1k 66.35
2024-03-31 $321k 5.0k 64.15
2023-12-31 $323k 5.5k 58.45
2023-09-30 $276k 5.3k 52.49
2023-06-30 $239k 4.4k 54.44
2023-03-31 $248k 4.9k 50.43
2022-12-31 $225k 4.7k 47.29
2022-09-30 $227k 4.8k 47.70

More positions owned by Lifeworks Advisors

Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Mbs Etf (MBB)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Microsoft Corporation (MSFT)
Ishares Gold Tr Ishares New (IAU)
Johnson & Johnson (JNJ)
Vaneck Merk Gold Etf Gold Shs (OUNZ)
Campbell Soup Company (CPB)
International Business Machines (IBM)
Abbvie (ABBV)

View all positions for Lifeworks Advisors

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
Wealthquest

View all funds holding Spdr Series Trust dj ttl mkt etf