Spdr Ser Tr spdr russel 2000 shares owned by Financial Synergies Wealth Advisors
Quarter-by-quarter ownership of Spdr Ser Tr spdr russel 2000 (SPSM) shares owned by Financial Synergies Wealth Advisors
from 13F filings
Historical chart of Financial Synergies Wealth Advisors investment in Spdr Ser Tr spdr russel 2000
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Quarterly reported holdings in Spdr Ser Tr spdr russel 2000 by Financial Synergies Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.6M | 61k | 43.04 |
| 2023-12-31 | $10M | 271k | 36.97 |
| 2023-09-30 | $11M | 283k | 36.90 |
| 2023-06-30 | $11M | 274k | 38.84 |
| 2023-03-31 | $10M | 265k | 37.77 |
| 2022-12-31 | $10M | 271k | 36.97 |
| 2022-09-30 | $9.2M | 271k | 34.06 |
| 2022-06-30 | $9.4M | 263k | 35.98 |
| 2022-03-31 | $10M | 247k | 42.07 |
| 2021-12-31 | $11M | 252k | 44.69 |
| 2021-09-30 | $11M | 257k | 42.60 |
| 2021-06-30 | $11M | 256k | 43.94 |
| 2021-03-31 | $10M | 245k | 42.27 |
| 2020-12-31 | $8.7M | 242k | 35.80 |
| 2020-09-30 | $2.3M | 86k | 27.38 |
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