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Spdr Series Trust dj ttl mkt etf shares owned by Simplicity Wealth

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

Historical chart of Simplicity Wealth 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 Simplicity Wealth 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 Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 20k 70.06
2024-06-30 $3.1M 47k 66.35
2024-03-31 $3.0M 46k 64.15
2023-12-31 $304k 5.2k 58.45
2023-09-30 $205k 3.9k 52.49

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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
Syntegra Private Wealth Group
Professional Financial Advisors
Shepherd Financial Partners
Ameriprise Financial
Advisor Group Holdings
Wealthquest

View all funds holding Spdr Series Trust dj ttl mkt etf