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Spdr Ser Tr spdr russel 2000 shares owned by Carr Financial Group Corp

Quarter-by-quarter ownership of Spdr Ser Tr spdr russel 2000 (SPSM) shares owned by Carr Financial Group Corp from 13F filings

Historical chart of Carr Financial Group Corp investment in Spdr Ser Tr spdr russel 2000

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All positions including Spdr Ser Tr spdr russel 2000 held by Carr Financial Group Corp 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 Carr Financial Group Corp

Quarter filed Position value Share count Share price at filing
2024-03-31 $441k 10k 43.04
2023-12-31 $523k 12k 42.18
2023-09-30 $585k 16k 36.85
2023-06-30 $1.8M 47k 38.84

More positions owned by Carr Financial Group Corp

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Specialized Funds Div App Etf (VIG)
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)
Ishares Msci Emrg Chn (EMXC)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Spdr Ser Tr Port Mtg Bk Etf (SPMB)
Spdr Ser Tr Bloomberg Invt (FLRN)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Intl Qualty (IQLT)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Carr Financial Group Corp

Top funds holding Spdr Ser Tr spdr russel 2000

Charles Schwab Investment Management
Bank of America Corporation
ValMark Advisers
Financial Gravity Wealth
Creative Planning
Horizon Investments
Private Advisor
UBS Group
CWM
Crestwood Advisors
Pnc Financial Services
Congress Wealth Management LLC / DE /
CliftonLarsonAllen Wealth Advisors
Mariner Wealth Advisors
Pinnacle Wealth Planning Services

View all funds holding Spdr Ser Tr spdr russel 2000