Vertex Planning Partners »

Spdr Series Trust dj ttl mkt etf shares owned by Vertex Planning Partners

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

Historical chart of Vertex Planning 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 Vertex Planning Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Spdr Series Trust dj ttl mkt etf by Vertex Planning Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $583k 10k 58.45
2023-09-30 $370k 7.1k 52.49
2023-06-30 $361k 6.6k 54.44
2023-03-31 $323k 6.4k 50.43
2022-12-31 $414k 8.8k 47.29

More positions owned by Vertex Planning Partners

Wisdomtree Tr Floatng Rat Trea (USFR)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Wisdomtree Tr Itl High Div Fd (DTH)
Wisdomtree Tr Us Total Dividnd (DTD)
Ishares Tr TRS FLT RT BD (TFLO)
Select Sector Spdr Tr Technology (XLK)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF)
Ishares Msci Emrg Chn (EMXC)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)

View all positions for Vertex Planning Partners

Top funds holding Spdr Series Trust dj ttl mkt etf

CWM
Private Advisor
ValMark Advisers
Wealthcare Advisory Partners
Wealth Enhancement Advisory Services
Rockbridge Investment Management, LCC
Shepherd Financial Partners
Advisor Group Holdings
Syntegra Private Wealth Group
Professional Financial Advisors
RFG Advisory
Wells Fargo & Company
Wealthquest
ARS Wealth Advisors Group
Hanson McClain Advisors

View all funds holding Spdr Series Trust dj ttl mkt etf