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Spdr Ser Tr spdr russel 2000 shares owned by Kingswood Wealth Advisors

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

Historical chart of Kingswood Wealth Advisors 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 Kingswood Wealth Advisors 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 Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.4M 31k 44.92
2024-09-30 $1.3M 28k 45.51
2024-06-30 $779k 19k 41.53

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View all positions for Kingswood Wealth Advisors

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
CWM
Envestnet Asset Management
Richard Bernstein Advisors
Creative Planning
UBS Group
Crestwood Advisors
CliftonLarsonAllen Wealth Advisors
Pnc Financial Services

View all funds holding Spdr Ser Tr spdr russel 2000