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Spdr Ser Tr spdr russel 2000 shares owned by Edge Capital Group

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

Historical chart of Edge Capital Group 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 Edge Capital Group 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 Edge Capital Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.1M 24k 44.92
2024-09-30 $1.1M 23k 45.51
2024-06-30 $933k 23k 41.53
2024-03-31 $1.1M 25k 43.04
2023-09-30 $1.5M 40k 36.90
2023-06-30 $1.6M 42k 38.84

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View all positions for Edge Capital Group

Top funds holding Spdr Ser Tr spdr russel 2000

Financial Engines Advisors L.L.C
LPL Financial
Betterment
Bank of America Corporation
Charles Schwab Investment Management
ValMark Advisers
Ameriprise Financial
Morgan Stanley
CWM
Envestnet Asset Management
Richard Bernstein Advisors
Creative Planning
Fund Evaluation Group
UBS Group
Crestwood Advisors

View all funds holding Spdr Ser Tr spdr russel 2000