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Spdr Ser Tr spdr russel 2000 shares owned by Downshift Financial

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

Historical chart of Downshift Financial 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 Downshift Financial 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 Downshift Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $820k 16k 49.96

More positions owned by Downshift Financial

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Large Cap Etf (VV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Core Msci Total (IXUS)
Spdr Series Trust State Street Spd (SPYM)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPTI)

View all positions for Downshift Financial

Top funds holding Spdr Ser Tr spdr russel 2000

LPL Financial
Financial Engines Advisors L.L.C
Betterment
Charles Schwab Investment Management
ValMark Advisers
Ameriprise Financial
Envestnet Asset Management
CliftonLarsonAllen Wealth Advisors
Creative Planning
Raymond James Financial
Advisor Group Holdings
Pnc Financial Services
Texas Permanent School Fund
Pinnacle Wealth Planning Services
Crestwood Advisors

View all funds holding Spdr Ser Tr spdr russel 2000