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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

Tip: Access up to 7 years of quarterly data

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