49 Wealth Management »

Spdr Ser Tr spdr russel 2000 shares owned by 49 Wealth Management

Quarter-by-quarter ownership of Spdr Ser Tr spdr russel 2000 (SPSM) shares owned by 49 Wealth Management from 13F filings

Historical chart of 49 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 49 Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Spdr Ser Tr spdr russel 2000 by 49 Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $32M 706k 45.51

More positions owned by 49 Wealth Management

Opal Dividend Income Etf Opal Divd Incm E (DIVZ)
Spdr Portfolio S&p 500 Etf Portfolio S&p500 (SPLG)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Ishares Msci Usa Qlty Fact Etf Msci Usa Qlt Fct (QUAL)
Spdr Bloomberg 1 3 Mnth T Bll Etf Bloomberg 1-3 Mo (BIL)
Spdr Portfolio S&p 600 Small Cap Etf Portfolio S&p600 (SPSM)
Vanguard Value Etf Value Etf (VTV)
Ishs Msci Intl Quality Fact Etf Msci Intl Qualty (IQLT)
Janus Henderson Aaa Clo Etf Hendrson Aaa Cl (JAAA)
Ishares Core Msci Emerging Etf Core Msci Emkt (IEMG)
Vanguard Long Term Treasury Etf Long Term Treas (VGLT)
Invsc Actvly Mng Optm Yd Dvrs Etf Optimum Yield (PDBC)
Invsc Bulletshares 2027 Crp Bnd Etf Bulshs 2027 Cb (BSCR)
Us Treasury 12 Month Bill Etf Us Treasry 12 Mt (OBIL)
Jpmorgan Equity Premium Income Etf Equity Premium (JEPI)

View all positions for 49 Wealth Management

Top funds holding Spdr Ser Tr spdr russel 2000

Financial Engines Advisors L.L.C
LPL Financial
Bank of America Corporation
Charles Schwab Investment Management
ValMark Advisers
CWM
Envestnet Asset Management
Richard Bernstein Advisors
Creative Planning
Morgan Stanley
Crestwood Advisors
CliftonLarsonAllen Wealth Advisors
Pnc Financial Services
Congress Wealth Management LLC / DE /
Royal Bank of Canada

View all funds holding Spdr Ser Tr spdr russel 2000