Spdr Series Trust dj ttl mkt etf shares owned by WealthPlan Investment Management
Quarter-by-quarter ownership of Spdr Series Trust dj ttl mkt etf (SPTM) shares owned by WealthPlan Investment Management
from 13F filings
Historical chart of WealthPlan Investment Management investment in Spdr Series Trust dj ttl mkt etf
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Quarterly reported holdings in Spdr Series Trust dj ttl mkt etf by WealthPlan Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.2M | 27k | 80.65 |
| 2025-06-30 | $2.0M | 27k | 74.89 |
| 2025-03-31 | $1.8M | 27k | 68.01 |
| 2024-12-31 | $2.2M | 31k | 71.43 |
| 2024-09-30 | $635k | 9.1k | 70.06 |
| 2023-09-30 | $1.4M | 27k | 52.49 |
| 2022-12-31 | $1.4M | 28k | 51.15 |
| 2022-09-30 | $1.3M | 27k | 48.36 |
| 2022-03-31 | $1.3M | 26k | 50.97 |
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