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

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

Historical chart of Sterling 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 Sterling 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 Sterling Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $511k 12k 42.18

More positions owned by Sterling Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Index Fds Real Estate Etf (VNQ)
Hubbell (HUBB)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Equity Etf (DFUS)

View all positions for Sterling Wealth Management

Top funds holding Spdr Ser Tr spdr russel 2000

LPL Financial
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 /

View all funds holding Spdr Ser Tr spdr russel 2000