AllGen Financial Advisors »

Spdr Ser Tr spdr russel 2000 shares owned by AllGen Financial Advisors

Quarter-by-quarter ownership of Spdr Ser Tr spdr russel 2000 (SPSM) shares owned by AllGen Financial Advisors from 13F filings

Historical chart of AllGen Financial Advisors 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 AllGen Financial Advisors 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 AllGen Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.6M 109k 42.18
2023-09-30 $4.0M 108k 36.90
2023-06-30 $4.1M 106k 38.84
2023-03-31 $3.8M 100k 37.77
2022-12-31 $3.5M 95k 36.97

More positions owned by AllGen Financial Advisors

J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Schwab Strategic Tr Us Dividend Eq (SCHD)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Ishares Gold Tr Ishares New (IAU)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Ishares Tr International Sl (ISCF)
Johnson & Johnson (JNJ)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
CVS Caremark Corporation (CVS)

View all positions for AllGen Financial Advisors

Top funds holding Spdr Ser Tr spdr russel 2000

Charles Schwab Investment Management
Bank of America Corporation
ValMark Advisers
Financial Gravity Wealth
CliftonLarsonAllen Wealth Advisors
Creative Planning
Horizon Investments
UBS Group
CWM
Private Advisor
Crestwood Advisors
Pnc Financial Services
Congress Wealth Management LLC / DE /
Merit Financial Group
Mariner Wealth Advisors

View all funds holding Spdr Ser Tr spdr russel 2000