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Spdr Series Trust dj ttl mkt etf shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts 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 Integrated Wealth Concepts 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 Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2024-03-31 $8.5M 133k 64.15
2023-09-30 $12M 233k 52.49
2023-06-30 $15M 267k 54.44
2023-03-31 $3.3M 65k 50.43
2022-12-31 $2.3M 48k 47.29
2022-09-30 $3.0M 69k 44.11
2022-06-30 $2.3M 49k 46.48
2022-03-31 $2.7M 49k 55.58
2021-12-31 $2.9M 50k 58.44
2021-09-30 $3.2M 61k 52.99
2021-06-30 $3.0M 56k 52.97
2021-03-31 $2.4M 49k 49.20
2020-12-31 $1.7M 37k 46.08
2020-09-30 $273k 6.7k 40.89
2019-12-31 $231k 5.8k 39.82