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

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

Historical chart of Defined Wealth Management 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 Defined 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 Defined Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.9M 43k 43.04
2023-12-31 $1.7M 41k 42.18
2023-09-30 $1.5M 41k 36.90
2023-06-30 $1.6M 40k 38.84

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Ishares Tr Msci Eafe Etf (EFA)
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Ishares Tr Global Tech Etf (IXN)

View all positions for Defined Wealth Management

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 /
Merit Financial Group
CliftonLarsonAllen Wealth Advisors
Mariner Wealth Advisors

View all funds holding Spdr Ser Tr spdr russel 2000