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Spdr Ser Tr spdr russel 2000 shares owned by Napa Wealth Management

Quarter-by-quarter ownership of Spdr Ser Tr spdr russel 2000 (SPSM) shares owned by Napa Wealth Management from 13F filings

Historical chart of Napa Wealth Management investment in Spdr Ser Tr spdr russel 2000

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All positions including Spdr Ser Tr spdr russel 2000 held by Napa Wealth Management 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 Napa Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.8M 42k 42.18

More positions owned by Napa Wealth Management

Wisdomtree Tr Floatng Rat Trea (USFR)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
JPMorgan Chase & Co. (JPM)
Visa Com Cl A (V)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Intel Corporation (INTC)
Simon Property (SPG)
Costco Wholesale Corporation (COST)
Amazon (AMZN)
Amgen (AMGN)
International Business Machines (IBM)
Spdr Ser Tr Portfolio S&p500 (SPLG)
MetLife (MET)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Napa Wealth Management

Top funds holding Spdr Ser Tr spdr russel 2000

Financial Engines Advisors L.L.C
LPL Financial
Betterment
Bank of America Corporation
Charles Schwab Investment Management
ValMark Advisers
Financial Gravity Wealth
Richard Bernstein Advisors
Creative Planning
Envestnet Asset Management
Horizon Investments
Private Advisor
UBS Group
CWM
Crestwood Advisors

View all funds holding Spdr Ser Tr spdr russel 2000