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Spdr Series Trust dj ttl mkt etf shares owned by Planning Strategies

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

Historical chart of Planning Strategies 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 Planning Strategies 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 Planning Strategies

Quarter filed Position value Share count Share price at filing
2026-06-30 $147k 1.6k 90.79

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Vanguard Russell 1000 Growth Etf Etf (VONG)
Franklin International Low Volatility High Dividend Index Etf Etf (LVHI)
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Ishares Msci Intl Quality Factor Etf Etf (IQLT)
T. Rowe Price Capital Appreciation Equity Etf Etf (TCAF)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Invesco S&p 100 Equal Weight Etf Etf (EQWL)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Nvidia Corporation Stock (NVDA)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Apple Stock (AAPL)
Jpmorgan Small & Mid Cap Enhanced Equity Etf Etf (JMEE)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)

View all positions for Planning Strategies

Top funds holding Spdr Series Trust dj ttl mkt etf

LPL Financial
Assetmark
Creative Planning
CWM
Private Advisor
ValMark Advisers
Toroso Investments
Wealthcare Advisory Partners
Professional Financial Advisors
Hughes Financial Services
Morgan Stanley
Advisor Group Holdings
Syntegra Private Wealth Group
Modern Wealth Management
Ameriprise Financial

View all funds holding Spdr Series Trust dj ttl mkt etf