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Spdr Ser Tr spdr russel 2000 shares owned by Centricity Wealth Management

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

Historical chart of Centricity Wealth Management investment in Spdr Ser Tr spdr russel 2000

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All positions including Spdr Ser Tr spdr russel 2000 held by Centricity Wealth Management 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 Centricity Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $10k 245 42.60
2025-03-31 $10k 245 40.76
2024-12-31 $11k 245 44.92

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View all positions for Centricity Wealth Management

Top funds holding Spdr Ser Tr spdr russel 2000

LPL Financial
Financial Engines Advisors L.L.C
Betterment
Charles Schwab Investment Management
ValMark Advisers
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
State Street Corporation

View all funds holding Spdr Ser Tr spdr russel 2000