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Spdr Series Trust dj ttl mkt etf shares owned by SFMG Wealth Advisors

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

Historical chart of SFMG Wealth 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 SFMG Wealth 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 SFMG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.6M 38k 70.06
2024-06-30 $2.6M 39k 66.35
2024-03-31 $2.6M 41k 64.15
2023-12-31 $2.5M 43k 58.45
2023-09-30 $2.1M 40k 52.49
2023-06-30 $2.2M 40k 54.44
2023-03-31 $3.4M 68k 50.43
2022-12-31 $13M 264k 47.29

More positions owned by SFMG Wealth Advisors

Atmos Energy Corporation (ATO)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Spdr Ser Tr Msci Usa Strtgic (QUS)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Apple (AAPL)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Long Term Us (SCHQ)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for SFMG Wealth 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