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Spdr Ser Tr spdr russel 2000 shares owned by Davies Financial Advisors

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

Historical chart of Davies Financial Advisors 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 Davies Financial 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 Davies Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $742k 16k 46.32
2025-06-30 $713k 17k 42.60
2025-03-31 $1.1M 26k 40.76
2024-12-31 $1.1M 24k 44.92
2024-09-30 $647k 14k 45.51

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View all positions for Davies Financial Advisors

Top funds holding Spdr Ser Tr spdr russel 2000

LPL Financial
Financial Engines Advisors L.L.C
Betterment
Charles Schwab Investment Management
ValMark Advisers
Morgan Stanley
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

View all funds holding Spdr Ser Tr spdr russel 2000