WCG Wealth Advisors »

Spdr Series Trust dj ttl mkt etf shares owned by WCG Wealth Advisors

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

Historical chart of WCG Wealth Advisors 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 WCG Wealth Advisors 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 WCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 19k 70.04
2024-06-30 $1.3M 19k 66.34
2024-03-31 $1.4M 22k 64.15
2023-12-31 $1.5M 25k 58.45
2023-09-30 $1.3M 25k 52.48

More positions owned by WCG Wealth Advisors

Apple (AAPL)
Hartford Funds Exchange Traded Total Rtrn Etf Total Rtrn Etf (HTRB)
American Centy Etf Tr Us Eqt Etf (AVUS)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
PIMCO Intermediate Mun Bond Strat Fund (MUNI)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Lattice Strategies Tr Hartford Mlt Etf (RODM)
Dbx Etf Tr Xtrackers S&p (SNPE)
Pimco Etf Tr Multisector Bd (PYLD)
Amazon (AMZN)
Ishares Tr Core Total Usd (IUSB)

View all positions for WCG Wealth Advisors

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
Professional Financial Advisors
Syntegra Private Wealth Group
Shepherd Financial Partners
Advisor Group Holdings
Morgan Stanley
Rockbridge Investment Management, LCC

View all funds holding Spdr Series Trust dj ttl mkt etf