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Spdr Series Trust dj ttl mkt etf shares owned by Summit Financial Strategies

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

Historical chart of Summit Financial Strategies 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 Summit Financial 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 Summit Financial Strategies

Quarter filed Position value Share count Share price at filing
2026-03-31 $965k 12k 79.06

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Dimensional Etf Trust Intl Core Equity (DFIC)
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Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
American Centy Etf Tr Avantis Emgmkt (AVEM)
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Packaging Corporation of America (PKG)
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Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)

View all positions for Summit Financial 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
Huntington National Bank
Hughes Financial Services
Professional Financial Advisors
Morgan Stanley
Advisor Group Holdings
Modern Wealth Management
Syntegra Private Wealth Group

View all funds holding Spdr Series Trust dj ttl mkt etf