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Spdr Series Trust dj ttl mkt etf shares owned by LifePlan Financial

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

Historical chart of LifePlan Financial 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 LifePlan Financial 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 LifePlan Financial

Quarter filed Position value Share count Share price at filing
2020-09-30 $1.4M 34k 40.89
2020-06-30 $1.3M 35k 37.79
2020-03-31 $1.2M 38k 31.44
2019-12-31 $2.4M 60k 39.87
2019-09-30 $3.3M 91k 36.74
2019-06-30 $3.6M 98k 36.46
2019-03-31 $3.5M 100k 35.18
2018-12-31 $2.8M 91k 30.91
2018-09-30 $3.5M 96k 36.21
2018-06-30 $2.8M 84k 33.99
2018-03-31 $1.4M 43k 32.82

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Vanguard Index Fds Growth Etf (VUG)
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Esg Awr Msci Usa (ESGU)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Eafe Grwth Etf (EFG)
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Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Sp Smcp600vl Etf (IJS)
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr S&P SML 600 GWT (IJT)

View all positions for LifePlan Financial

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