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Spdr Series Trust dj ttl mkt etf shares owned by Modera Wealth Management

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

Historical chart of Modera Wealth Management 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 Modera Wealth Management 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 Modera Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.4M 30k 80.65
2025-06-30 $2.2M 30k 74.89
2025-03-31 $2.0M 30k 68.01
2024-12-31 $2.3M 32k 71.43
2024-09-30 $395k 5.6k 70.06
2024-06-30 $374k 5.6k 66.35
2024-03-31 $362k 5.6k 64.15
2023-12-31 $330k 5.6k 58.45
2023-09-30 $296k 5.6k 52.49
2023-06-30 $307k 5.6k 54.44