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Spdr Series Trust dj ttl mkt etf shares owned by Watermark Asset Management

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

Historical chart of Watermark Asset Management 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 Watermark Asset Management 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 Watermark Asset Management

Quarter filed Position value Share count Share price at filing
2018-12-31 $4.3M 139k 30.91
2018-09-30 $5.0M 137k 36.20
2018-06-30 $4.6M 136k 33.99
2018-03-31 $4.3M 131k 32.82
2017-12-31 $1.8M 53k 33.20

More positions owned by Watermark Asset Management

iShares S&P 500 Index (IVV)
iShares Lehman Aggregate Bond (AGG)
Vanguard Europe Pacific ETF (VEA)
iShares S&P MidCap 400 Index (IJH)
Schwab U S Broad Market ETF (SCHB)
iShares S&P SmallCap 600 Index (IJR)
Vanguard Emerging Markets ETF (VWO)
Schwab Strategic Tr us aggregate b (SCHZ)
Vanguard Total Stock Market ETF (VTI)
Schwab International Equity ETF (SCHF)
Vanguard FTSE All-World ex-US ETF (VEU)
Spdr Series Trust dj ttl mkt etf (SPTM)
Schwab Strategic Tr us lrg cap etf (SCHX)
Ishares U S Etf Tr Short Matur sht mat bd etf (NEAR)
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB)

View all positions for Watermark Asset Management

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
Wealth Enhancement Advisory Services
Ameriprise Financial
Rockbridge Investment Management, LCC
Professional Financial Advisors
Shepherd Financial Partners
Syntegra Private Wealth Group
Advisor Group Holdings
RFG Advisory

View all funds holding Spdr Series Trust dj ttl mkt etf