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Spdr Ser Tr spdr russel 2000 shares owned by Ballast Advisors

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

Historical chart of Ballast Advisors investment in Spdr Ser Tr spdr russel 2000

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All positions including Spdr Ser Tr spdr russel 2000 held by Ballast Advisors 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 Ballast Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $187k 4.3k 43.04
2023-12-31 $196k 4.6k 42.18
2023-09-30 $287k 7.8k 36.90
2023-06-30 $548k 14k 38.84

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Top funds holding Spdr Ser Tr spdr russel 2000

Financial Engines Advisors L.L.C
LPL Financial
Betterment
Bank of America Corporation
Ameriprise Financial
Charles Schwab Investment Management
ValMark Advisers
Financial Gravity Wealth
Richard Bernstein Advisors
Envestnet Asset Management
Creative Planning
Morgan Stanley
Private Advisor
UBS Group
CWM

View all funds holding Spdr Ser Tr spdr russel 2000