SPTM — SPDR PORT TOTAL STOCK MKT ETF

Ownership history in Evensky & Katz LLC  ·  32 quarters on record

This page tracks every 13F SEC filing in which Evensky & Katz LLC reported a position in SPDR PORT TOTAL STOCK MKT ETF (SPTM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.5% (2020 Q2)
Avg. % of fund
0.89%
First filed
2018 Q1
Last filed
2025 Q4
Quarters held
32
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 147,621 -2,571 -1.7% 0.69% $12.2M $82.50
2025 Q3 REDUCED 150,192 -2,252 -1.5% 0.70% $12.1M $80.41
2025 Q2 ADDED 152,444 +10,456 +7.4% 0.70% $11.4M $74.45
2025 Q1 REDUCED 141,988 -4,877 -3.3% 0.65% $9.7M $67.39
28 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPTM price (monthly, adj. close)

Other funds also holding SPTM

As of 2025 Q4 — sorted by position size

Keener Financial Planning LLC 36.6% Professional Financial Advisors, LLC 3Y 27.62% Weitzel Financial Services, Inc. 3Y 21.48% Fox Financial, Inc 20.06% Treasure Coast Financial Planning 3Y 18.34% Wall Capital Group, Inc. 3Y 7Y 15.5% VOISARD ASSET MANAGEMENT GROUP, INC. 14.09% Rosenberg Matthew Hamilton 3Y 13.57% Spartan Planning & Wealth Management 3Y 12.9% Financial Strategies Group, Inc. 3Y 11.37%
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