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Spdr Ser Tr spdr russel 2000 shares owned by Capital Planning Advisors

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

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

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $619k 14k 45.51
2024-06-30 $599k 14k 41.53
2024-03-31 $611k 14k 43.04
2023-12-31 $597k 14k 42.18
2023-09-30 $483k 13k 36.90
2023-06-30 $501k 13k 38.84
2023-03-31 $541k 14k 37.77
2022-12-31 $641k 17k 36.97
2022-09-30 $454k 13k 34.05
2022-06-30 $402k 11k 35.95
2022-03-31 $472k 11k 42.10