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Spdr Ser Tr spdr russel 2000 shares owned by Caldwell Trust

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

Historical chart of Caldwell Trust investment in Spdr Ser Tr spdr russel 2000

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All positions including Spdr Ser Tr spdr russel 2000 held by Caldwell Trust 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 Caldwell Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $419k 9.0k 46.32

More positions owned by Caldwell Trust

Apple (AAPL)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Home Depot (HD)
Ishares Tr Core S&p500 Etf (IVV)
Eli Lilly & Co. (LLY)
Costco Wholesale Corporation (COST)
Blackrock (BLK)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Nextera Energy (NEE)
Mastercard Incorporated Cl A (MA)

View all positions for Caldwell Trust

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

View all funds holding Spdr Ser Tr spdr russel 2000