Who owns Spdr Ser Tr spdr russel 2000?
- Ticker: SPSM
- CUSIP Number: 78468r853
Tip: Access positions for across all investors
Analyze quarterly positions in Spdr Ser Tr spdr russel 2000 with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Spdr Ser Tr spdr russel 2000 this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Charles Schwab Investment Management | 7.3M | $310M | 1% | Dec 2023 |
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Bank of America Corporation | 7.1M | $298M | -12% | Dec 2023 |
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ValMark Advisers | 5.2M | $221M | 0% | Dec 2023 |
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Financial Gravity Wealth | 3.7M | $0 | 0% | Dec 2023 |
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CliftonLarsonAllen Wealth Advisors | 3.4M | $142M | 3% | Dec 2023 |
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Creative Planning | 3.3M | $141M | -1% | Dec 2023 |
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Horizon Investments | 2.8M | $117M | 100% | Dec 2023 |
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UBS Group | 2.2M | $93M | 0% | Dec 2023 |
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CWM | 2.2M | $95M | 8% | Mar 2024 |
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Private Advisor | 2.2M | $92M | -8% | Dec 2023 |
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Crestwood Advisors | 2.1M | $87M | 3% | Dec 2023 |
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Pnc Financial Services | 1.9M | $81M | 32% | Dec 2023 |
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Congress Wealth Management LLC / DE / | 1.9M | $78M | 0% | Dec 2023 |
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Merit Financial Group | 1.8M | $78M | 1% | Dec 2023 |
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Mariner Wealth Advisors | 1.5M | $63M | 4% | Dec 2023 |
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Pinnacle Wealth Planning Services | 1.4M | $58M | -4% | Dec 2023 |
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Advisor Group Holdings | 1.4M | $57M | 4% | Dec 2023 |
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Royal Bank of Canada | 1.2M | $52M | 38% | Dec 2023 |
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Atlas Private Wealth Advisors | 1.2M | $50M | 42% | Dec 2023 |
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Townsquare Capital | 1.2M | $49M | 16% | Dec 2023 |
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Wealthcare Advisory Partners | 1.2M | $50M | 20% | Mar 2024 |
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Wells Fargo & Company | 1.1M | $46M | 31% | Dec 2023 |
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Obermeyer Asset Management | 1.1M | $45M | 1% | Dec 2023 |
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HighTower Advisors | 1.0M | $44M | 29% | Dec 2023 |
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Assetmark | 1.0M | $43M | -15% | Dec 2023 |
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Bridgeworth | 1.0M | $43M | 0% | Dec 2023 |
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Midland Wealth Advisors | 974k | $41M | 100% | Dec 2023 |
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Branch Banking & Trust Company | 923k | $39M | 1% | Dec 2023 |
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Capital Analysts | 839k | $35M | 2% | Dec 2023 |
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Austin Private Wealth | 832k | $35M | -4% | Mar 2024 |
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Davenport & Co | 832k | $35M | 6% | Dec 2023 |
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Great Valley Advisor Group | 822k | $35M | 7% | Dec 2023 |
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AE Wealth Management | 816k | $34M | 81% | Dec 2023 |
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Waller Financial Planning Group | 807k | $34M | 1% | Dec 2023 |
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Commonwealth Equity Services | 758k | $32M | 2% | Dec 2023 |
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Raymond James Financial Services Advisors | 685k | $29M | 142% | Dec 2023 |
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Jpmorgan Chase & Co | 665k | $28M | 108% | Dec 2023 |
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Raymond James & Associates | 654k | $28M | -4% | Dec 2023 |
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Peterson Wealth Advisors | 648k | $28M | 2% | Mar 2024 |
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Bank of New York Mellon | 626k | $26M | 316% | Dec 2023 |
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Wealth Enhancement Advisory Services | 617k | $27M | 42% | Mar 2024 |
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Spinnaker Trust | 613k | $26M | 2% | Dec 2023 |
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Stifel Financial | 576k | $24M | 6% | Dec 2023 |
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Mbb Public Markets I | 558k | $24M | 100% | Dec 2023 |
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Envestnet Portfolio Solutions | 558k | $24M | 100% | Dec 2023 |
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Focus Financial Network | 557k | $24M | 100% | Dec 2023 |
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CI Private Wealth | 538k | $23M | 2% | Dec 2023 |
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Patriot Investment Management | 529k | $23M | 15% | Mar 2024 |
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Good Life Advisors | 490k | $21M | -7% | Dec 2023 |
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Financial Security Advisor | 458k | $19M | 0% | Dec 2023 |
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Kestra Advisory Services | 456k | $19M | 11% | Dec 2023 |
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Oakmont Partners | 450k | $19M | 19% | Dec 2023 |
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Cambridge Investment Research Advisors | 434k | $18M | -1% | Dec 2023 |
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Banco Santander | 411k | $17M | 0% | Dec 2023 |
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Texas Permanent School Fund | 395k | $17M | -8% | Dec 2023 |
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Garrett Wealth Advisory Group | 390k | $16M | -8% | Dec 2023 |
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McNamara Financial Services | 388k | $17M | 0% | Mar 2024 |
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Fox Financial | 365k | $15M | 100% | Dec 2023 |
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OneAscent Financial Services | 354k | $15M | -19% | Mar 2024 |
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Monticello Wealth Management | 341k | $14M | 101% | Dec 2023 |
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Cary Street Partners Asset Management | 338k | $14M | 1% | Dec 2023 |
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D. J. St. Germain | 338k | $14M | 10% | Dec 2023 |
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Retirement Financial Solutions | 337k | $14M | 10% | Dec 2023 |
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Trilogy Capital | 329k | $14M | 7% | Dec 2023 |
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Boston Standard Wealth Management | 328k | $14M | 6% | Mar 2024 |
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Allen Capital Group | 325k | $14M | 1% | Mar 2024 |
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ALPS Advisors | 323k | $14M | 2% | Dec 2023 |
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Valeo Financial Advisors | 314k | $13M | 20% | Dec 2023 |
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Carnegie Capital Asset Management | 313k | $13M | 7% | Dec 2023 |
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RVW Wealth | 308k | $13M | -8% | Mar 2024 |
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Marmo Financial Group | 304k | $13M | -2% | Dec 2023 |
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Stratos Wealth Partners | 304k | $13M | 13% | Mar 2024 |
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Flagship Harbor Advisors | 294k | $13M | 23% | Mar 2024 |
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Leicht Financial Planning & Wealth Management | 279k | $12M | -1% | Dec 2023 |
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Taylor & Morgan Wealth Management | 277k | $12M | 3% | Mar 2024 |
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Financial Insights | 276k | $12M | 43% | Dec 2023 |
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Berkshire Asset Management | 275k | $12M | 19% | Dec 2023 |
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KWB Wealth | 274k | $12M | 5% | Dec 2023 |
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Nelson, Van Denburg & Campbell Wealth Management | 272k | $12M | 61% | Dec 2023 |
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Pure Financial Advisors | 271k | $12M | -2% | Mar 2024 |
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Park Avenue Securities | 270k | $12M | 3% | Mar 2024 |
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Western Wealth Management | 268k | $11M | 31% | Dec 2023 |
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Wagner Bowman Management | 260k | $11M | 8% | Mar 2024 |
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Aspire Capital Advisors | 254k | $11M | -1% | Dec 2023 |
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North Star Asset Management | 253k | $11M | 8% | Dec 2023 |
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Windsor Capital Management | 252k | $11M | 2% | Mar 2024 |
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Geneos Wealth Management | 246k | $10M | 7% | Dec 2023 |
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Global Retirement Partners | 243k | $9.8M | 17% | Dec 2023 |
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Money Matters Financial | 236k | $10M | 70% | Dec 2023 |
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Wexford Capital | 235k | $9.9M | 100% | Dec 2023 |
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Goldman Sachs Group | 227k | $9.6M | 50% | Dec 2023 |
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Flynn Zito Capital Management | 227k | $9.6M | -1% | Dec 2023 |
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Cary Street Partner Investment Advisory | 225k | $9.5M | 3% | Dec 2023 |
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D.A. Davidson & Co. | 217k | $9.2M | 30% | Dec 2023 |
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Pachira Investments | 215k | $9.1M | -1% | Dec 2023 |
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Hanson McClain Advisors | 205k | $8.6M | -35% | Dec 2023 |
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Larson Financial Group | 201k | $8.5M | 3% | Dec 2023 |
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Scarborough Advisors | 195k | $8.2M | 16% | Dec 2023 |
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JNBA Financial Advisors | 194k | $8.2M | 19% | Dec 2023 |
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Rockefeller Capital Management | 193k | $8.1M | 331% | Dec 2023 |
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Sterling Manor Financial | 190k | $8.0M | 2% | Dec 2023 |
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Oarsman Capital | 189k | $8.0M | 65% | Dec 2023 |
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Financial Advocates Investment Management | 186k | $7.9M | 35% | Dec 2023 |
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Cahaba Wealth Management | 185k | $7.8M | 6% | Dec 2023 |
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Annex Advisory Services, LLC, d/b/a Annex Wealth Management | 180k | $7.7M | -54% | Mar 2024 |
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Summit Investment Advisory Services | 179k | $7.5M | 3% | Dec 2023 |
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Private Wealth Group | 174k | $7.3M | 0% | Dec 2023 |
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RFG Advisory | 170k | $7.3M | 61% | Mar 2024 |
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Aspire Private Capital | 168k | $7.1M | -22% | Dec 2023 |
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Dfpg Investments | 167k | $6.8M | 6% | Dec 2023 |
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PSI Advisors | 167k | $7.0M | 30% | Dec 2023 |
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Voisard Asset Management Group | 166k | $7.1M | 4% | Mar 2024 |
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Wrapmanager | 165k | $7.0M | -3% | Dec 2023 |
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AlphaStar Capital Management | 162k | $6.8M | -2% | Dec 2023 |
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Toroso Investments | 157k | $6.6M | 100% | Dec 2023 |
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Walkner Condon Financial Advisors | 148k | $6.3M | 12% | Dec 2023 |
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Hibernia Wealth Partners | 148k | $6.2M | 110% | Dec 2023 |
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Montz Harcus Wealth Management | 148k | $6.2M | 7% | Dec 2023 |
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Impact Partnership Wealth | 147k | $6.2M | 171008% | Dec 2023 |
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Streettalk Advisors | 136k | $5.7M | 7% | Dec 2023 |
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H D Vest Advisory Services | 136k | $5.7M | -6% | Dec 2023 |
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Advisory Alpha | 135k | $5.7M | 5% | Dec 2023 |
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Founders Financial Securities | 133k | $5.6M | 100% | Dec 2023 |
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Ironwood Wealth Management | 126k | $5.3M | -2% | Dec 2023 |
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Journey Strategic Wealth | 126k | $5.3M | 0% | Dec 2023 |
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Gladstone Institutional Advisory | 126k | $5.3M | 1% | Dec 2023 |
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Wealthquest | 124k | $5.2M | -5% | Dec 2023 |
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Vivaldi Capital Management | 124k | $5.0M | 3% | Dec 2023 |
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Evermay Wealth Management | 121k | $5.1M | 69% | Dec 2023 |
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Pathstone Holdings | 117k | $4.9M | 100% | Dec 2023 |
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Mjp Associates | 117k | $5.0M | 108% | Mar 2024 |
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Financial Counselors | 114k | $4.8M | 2% | Dec 2023 |
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Destiny Capital Corp | 113k | $4.8M | 100% | Dec 2023 |
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Strategic Financial | 112k | $4.7M | 0% | Dec 2023 |
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Jane Street | 111k | $4.7M | -10% | Dec 2023 |
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Advisor OS | 111k | $4.7M | -46% | Dec 2023 |
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AllGen Financial Advisors | 109k | $4.6M | 1% | Dec 2023 |
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Atria Wealth Solutions | 107k | $4.5M | 7% | Dec 2023 |
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Astor Investment Management | 106k | $4.5M | 100% | Dec 2023 |
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Octavia Wealth Advisors | 105k | $4.5M | 665% | Mar 2024 |
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Snowden Capital Advisors | 104k | $4.4M | -1% | Dec 2023 |
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Strategic Financial Planning | 104k | $4.4M | 8% | Dec 2023 |
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Warren Street Wealth Advisors | 102k | $4.3M | 4% | Dec 2023 |
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Cornerstone Wealth Management | 102k | $4.3M | 43% | Dec 2023 |
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Advisor Resource Council | 100k | $4.2M | 100% | Dec 2023 |
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Baird Financial | 100k | $4.2M | 18% | Dec 2023 |
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Millington Financial Advisors | 99k | $4.2M | 6% | Dec 2023 |
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Hofer & Associates | 98k | $4.2B | 0% | Dec 2023 |
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Harbour Investments | 98k | $4.1M | 4% | Dec 2023 |
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HPM Partners | 97k | $4.1M | -1% | Dec 2023 |
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626 Financial | 90k | $3.8M | -30% | Dec 2023 |
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Financial Synergies Wealth Advisors | 61k | $2.6M | -77% | Mar 2024 |
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GPS Wealth Strategies Group | 57k | $2.4M | -49% | Dec 2023 |
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Advance Capital Management | 13k | $550k | -98% | Mar 2024 |
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AIFG Consultants | 11k | $459k | -92% | Dec 2023 |
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Horizon Wealth Management | 8.9k | $374k | -97% | Dec 2023 |
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Syntegra Private Wealth Group | 5.1k | $214k | -100% | Dec 2023 |
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Who sold out of Spdr Ser Tr spdr russel 2000?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
DiMeo Schneider & Associates | Sep 2023 | 1.0M | $38M |
Kaydan Wealth Management | Dec 2023 | 370k | $16M |
Sterling Group Wealth Management | Dec 2023 | 111k | $4.7M |