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

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

Historical chart of Sequent Planning 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 Sequent Planning 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 Sequent Planning

Quarter filed Position value Share count Share price at filing
2024-06-30 $698k 11k 66.41
2024-03-31 $629k 9.8k 64.15

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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt E (XJAN)
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Amazon (AMZN)
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First Tr Exchng Traded Fd Vi Ft Vest U.s (XIDE)
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC)
NVIDIA Corporation (NVDA)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)

View all positions for Sequent Planning

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