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

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

Historical chart of TrueWealth Financial Partners 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 TrueWealth 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 TrueWealth Financial Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $6.3M 77k 82.50

More positions owned by TrueWealth Financial Partners

Spdr Series Trust State Street Spd (SPIB)
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr Series Trust State Street Spd (SPTM)
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)
Ishares Tr Esg Msci Kld 400 (DSI)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Ishares Tr Esg Awr Msci Usa (ESGU)
Capital Group Dividend Value Shs Creation Uni (CGDV)
First Trust S&P REIT Index Fund (FRI)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
First Tr Exchange-traded Senior Ln Fd (FTSL)

View all positions for TrueWealth Financial Partners

Top funds holding Spdr Series Trust dj ttl mkt etf

LPL Financial
CWM
Creative Planning
Private Advisor
RMG Wealth Management
ValMark Advisers
Toroso Investments
Assetmark
Wealthcare Advisory Partners
Wealth Enhancement Advisory Services
Huntington National Bank
Professional Financial Advisors
Hughes Financial Services
Envestnet Asset Management
Modern Wealth Management

View all funds holding Spdr Series Trust dj ttl mkt etf