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Spdr Series Trust dj ttl mkt etf shares owned by Shepherd Financial Partners

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

Historical chart of Shepherd Financial Partners 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 Shepherd Financial Partners 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 Shepherd Financial Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $104M 1.5M 70.06
2024-06-30 $97M 1.5M 66.35
2024-03-31 $94M 1.5M 64.15
2023-12-31 $85M 1.5M 58.45
2023-09-30 $78M 1.5M 52.49
2023-06-30 $81M 1.5M 54.44
2023-03-31 $74M 1.5M 50.43
2022-12-31 $68M 1.4M 47.29
2022-09-30 $62M 1.4M 44.11
2022-06-30 $66M 1.4M 46.48
2022-03-31 $77M 1.4M 55.59
2021-12-31 $81M 1.4M 58.45
2021-09-30 $72M 1.4M 52.98
2021-06-30 $71M 1.3M 52.97
2021-03-31 $66M 1.3M 49.19
2020-12-31 $61M 1.3M 46.08
2020-09-30 $55M 1.5M 37.78
2020-06-30 $55M 1.5M 37.78
2020-03-31 $46M 1.5M 31.45
2019-12-31 $56M 1.4M 39.85
2019-09-30 $50M 1.4M 36.74
2019-06-30 $81M 2.2M 36.46
2019-03-31 $77M 2.2M 35.18
2018-12-31 $68M 2.2M 30.91
2018-09-30 $69M 2.0M 33.98
2018-06-30 $70M 2.0M 34.08
2018-03-31 $64M 2.0M 32.82
2017-12-31 $65M 2.0M 33.23
2017-09-30 $65M 342k 190.04
2017-06-30 $63M 348k 180.93
2017-03-31 $55M 315k 175.46
2016-12-31 $48M 285k 168.62

More positions owned by Shepherd Financial Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Rus 2000 Grw Etf (IWO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Alphabet Cap Stk Cl C (GOOG)
Eli Lilly & Co. (LLY)
JPMorgan Chase & Co. (JPM)

View all positions for Shepherd Financial Partners

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
Rockbridge Investment Management, LCC

View all funds holding Spdr Series Trust dj ttl mkt etf