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Spdr Ser Tr spdr russel 2000 shares owned by Envestnet Portfolio Solutions

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

Historical chart of Envestnet Portfolio Solutions 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 Envestnet Portfolio Solutions 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 Envestnet Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2023-12-31 $24M 558k 42.18

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Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr National Mun Etf (MUB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
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Ishares Tr Rus Mdcp Val Etf (IWS)
Trust For Professional Man Activepassive Us (APUE)

View all positions for Envestnet Portfolio Solutions

Top funds holding Spdr Ser Tr spdr russel 2000

Charles Schwab Investment Management
Bank of America Corporation
ValMark Advisers
Financial Gravity Wealth
CliftonLarsonAllen Wealth Advisors
Creative Planning
Horizon Investments
UBS Group
CWM
Private Advisor
Crestwood Advisors
Pnc Financial Services
Congress Wealth Management LLC / DE /
Merit Financial Group
Mariner Wealth Advisors

View all funds holding Spdr Ser Tr spdr russel 2000