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Spdr Ser Tr spdr russel 2000 shares owned by Altfest L J & Co

Quarter-by-quarter ownership of Spdr Ser Tr spdr russel 2000 (SPSM) shares owned by Altfest L J & Co from 13F filings

Historical chart of Altfest L J & Co investment in Spdr Ser Tr spdr russel 2000

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All positions including Spdr Ser Tr spdr russel 2000 held by Altfest L J & Co 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 Altfest L J & Co

Quarter filed Position value Share count Share price at filing
2025-06-30 $209k 4.9k 42.60
2025-03-31 $347k 8.5k 40.76
2024-12-31 $539k 12k 44.92
2024-09-30 $234k 5.1k 45.57

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View all positions for Altfest L J & Co

Top funds holding Spdr Ser Tr spdr russel 2000

LPL Financial
Financial Engines Advisors L.L.C
Betterment
Charles Schwab Investment Management
ValMark Advisers
Morgan Stanley
Envestnet Asset Management
Ameriprise Financial
CliftonLarsonAllen Wealth Advisors
Creative Planning
Raymond James Financial
Advisor Group Holdings
Pnc Financial Services
Texas Permanent School Fund
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View all funds holding Spdr Ser Tr spdr russel 2000