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Spdr Ser Tr spdr russel 2000 shares owned by Breakwater Capital Group

Quarter-by-quarter ownership of Spdr Ser Tr spdr russel 2000 (SPSM) shares owned by Breakwater Capital Group from 13F filings

Historical chart of Breakwater Capital Group investment in Spdr Ser Tr spdr russel 2000

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr spdr russel 2000 held by Breakwater Capital Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr spdr russel 2000 by Breakwater Capital Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.0M 71k 43.04
2023-12-31 $2.9M 70k 41.47
2023-09-30 $2.6M 73k 34.94
2023-06-30 $2.8M 73k 38.84
2023-03-31 $1.5M 40k 37.77
2022-12-31 $821k 22k 36.97

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Vanguard Index Fds Value Etf (VTV)
Ishares Tr Rus 1000 Val Etf (IWD)
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Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Faln Angls Usd (FALN)
Invesco Exch Traded Fd Tr Ii S&p Smlcap Qty (XSHQ)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)

View all positions for Breakwater Capital Group

Top funds holding Spdr Ser Tr spdr russel 2000

Betterment
Bank of America Corporation
Charles Schwab Investment Management
ValMark Advisers
Financial Gravity Wealth
Richard Bernstein Advisors
Creative Planning
Horizon Investments
Private Advisor
UBS Group
CWM
Crestwood Advisors
Pnc Financial Services
Congress Wealth Management LLC / DE /
CliftonLarsonAllen Wealth Advisors

View all funds holding Spdr Ser Tr spdr russel 2000