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

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

Historical chart of SFG Wealth Management 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 SFG 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 SFG Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $591k 14k 43.04
2023-12-31 $525k 12k 42.18
2023-09-30 $470k 13k 36.90
2023-06-30 $408k 11k 38.84
2023-03-31 $295k 7.8k 37.77

More positions owned by SFG Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
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Select Sector Spdr Tr Sbi Healthcare (XLV)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Simplify Exchange Traded Fun Simplify Us Eqt (SPBC)
Visa Com Cl A (V)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Microsoft Corporation (MSFT)
General Electric Com New (GE)
Apple (AAPL)
Spdr Ser Tr Nyse Tech Etf (XNTK)

View all positions for SFG Wealth Management

Top funds holding Spdr Ser Tr spdr russel 2000

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
Mariner Wealth Advisors

View all funds holding Spdr Ser Tr spdr russel 2000