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Spdr Ser Tr spdr russel 2000 shares owned by MB Generational Wealth

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

Historical chart of MB Generational Wealth 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 MB Generational Wealth 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 MB Generational Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $267k 5.9k 45.51
2024-06-30 $244k 5.9k 41.53

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Dimensional Etf Trust Intl Small Cap V (DISV)
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Dimensional Etf Trust Intl High Profit (DIHP)
American Centy Etf Tr Emerging Mkt Val (AVES)
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Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Eafe Sml Cp Etf (SCZ)
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View all positions for MB Generational Wealth

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