Disciplined Investors »

Spdr Ser Tr spdr russel 2000 shares owned by Disciplined Investors

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

Historical chart of Disciplined Investors 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 Disciplined Investors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Spdr Ser Tr spdr russel 2000 by Disciplined Investors

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.2M 69k 46.32
2025-06-30 $2.9M 69k 42.60
2025-03-31 $2.6M 65k 40.76
2024-12-31 $2.9M 66k 44.32

More positions owned by Disciplined Investors

Ishares Tr Intl Sel Div Etf (IDV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Select Sector Spdr Tr Technology (XLK)
Apple (AAPL)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Series Trust Portfolio S&p600 (SPSM)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Global Core Plus (DFGP)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Cadence Bank (CADE)

View all positions for Disciplined Investors

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