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Spdr Ser Tr spdr russel 2000 shares owned by Kelman-Lazarov

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

Historical chart of Kelman-Lazarov investment in Spdr Ser Tr spdr russel 2000

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All positions including Spdr Ser Tr spdr russel 2000 held by Kelman-Lazarov 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 Kelman-Lazarov

Quarter filed Position value Share count Share price at filing
2025-12-31 $233k 5.0k 46.86
2025-09-30 $231k 5.0k 46.32

More positions owned by Kelman-Lazarov

Schwab Strategic Tr Fundamental Us L (FNDX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Spdr Series Trust State Street Spd (SPYM)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Ishares Tr Core S&p Scp Etf (IJR)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Tr Mbs Etf (MBB)
Schwab Strategic Tr Fundamental Emer (FNDE)
Schwab Strategic Tr Fundamental Intl (FNDC)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Goldman Sachs Etf Tr Activebeta Int (GSIE)

View all positions for Kelman-Lazarov

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