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Spdr Ser Tr spdr russel 2000 shares owned by Charter Trust

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

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

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

Quarter filed Position value Share count Share price at filing
2026-06-30 $220k 3.8k 57.67

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View all positions for Charter Trust

Top funds holding Spdr Ser Tr spdr russel 2000

LPL Financial
Financial Engines Advisors L.L.C
Betterment
Morgan Stanley
Charles Schwab Investment Management
ValMark Advisers
CliftonLarsonAllen Wealth Advisors
Ameriprise Financial
Envestnet Asset Management
Bank of America Corporation
Creative Planning
Raymond James Financial
UBS Group
State Street Corporation
Pnc Financial Services

View all funds holding Spdr Ser Tr spdr russel 2000