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Spdr Series Trust dj ttl mkt etf shares owned by Westwood Holdings

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

Historical chart of Westwood Holdings investment in Spdr Series Trust dj ttl mkt etf

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All positions including Spdr Series Trust dj ttl mkt etf held by Westwood Holdings 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 Westwood Holdings

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 20k 70.06
2024-06-30 $1.3M 20k 66.35
2024-03-31 $1.3M 20k 64.14

More positions owned by Westwood Holdings

Akamai Technologies Note 0.125% 5/0 (Principal)
Integer Hldgs Corp Note 2.125% 2/1 (Principal)
Northern Oil & Gas Note 3.625% 4/1 (Principal)
Live Nation Entertainment In Note 3.125% 1/1 (Principal)
Centerpoint Energy Note 4.250% 8/1 (Principal)
Exact Sciences Corp Note 0.375% 3/1 (Principal)
Lantheus Hldgs Note 2.625%12/1 (Principal)
Royal Caribbean Group Note 6.000% 8/1 (Principal)
Halozyme Therapeutics Note 1.000% 8/1 (Principal)
Mongodb Note 0.250% 1/1 (Principal)
On Semiconductor Corp Note 0.500% 3/0 (Principal)
Pennymac Corp Note 5.500%11/0 (Principal)
Progress Software Corp Note 1.000% 4/1 (Principal)
Tyler Tex Indpt Sch Dist Note 0.250% 3/1 (Principal)
Post Hldgs Note 2.500% 8/1 (Principal)

View all positions for Westwood Holdings

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
Wealthquest

View all funds holding Spdr Series Trust dj ttl mkt etf