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Spdr Ser Tr spdr russel 2000 shares owned by Carroll Advisory Group

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

Historical chart of Carroll Advisory Group investment in Spdr Ser Tr spdr russel 2000

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr spdr russel 2000 held by Carroll Advisory Group 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 Carroll Advisory Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $13M 264k 48.32

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Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Series Trust State Street Spd (SPSM)
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NVIDIA Corporation (NVDA)
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Procter & Gamble Company (PG)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Spdr Series Trust State Street Spd (SPYM)

View all positions for Carroll Advisory Group

Top funds holding Spdr Ser Tr spdr russel 2000

LPL Financial
Financial Engines Advisors L.L.C
Betterment
Charles Schwab Investment Management
ValMark Advisers
CliftonLarsonAllen Wealth Advisors
Ameriprise Financial
Envestnet Asset Management
Creative Planning
Raymond James Financial
Advisor Group Holdings
Pnc Financial Services
Texas Permanent School Fund
Pinnacle Wealth Planning Services
Wealthcare Advisory Partners

View all funds holding Spdr Ser Tr spdr russel 2000