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Spdr Ser Tr spdr russel 2000 shares owned by Burling Wealth Partners

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

Historical chart of Burling Wealth Partners investment in Spdr Ser Tr spdr russel 2000

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All positions including Spdr Ser Tr spdr russel 2000 held by Burling Wealth Partners 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 Burling Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $221k 4.8k 46.32

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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
Pinnacle Wealth Planning Services

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