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Spdr Ser Tr spdr russel 2000 shares owned by Modera Wealth Management

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

Historical chart of Modera Wealth Management investment in Spdr Ser Tr spdr russel 2000

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All positions including Spdr Ser Tr spdr russel 2000 held by Modera Wealth Management 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 Modera Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.3M 72k 46.32
2025-06-30 $3.1M 72k 42.60
2025-03-31 $3.0M 74k 40.76
2024-12-31 $3.5M 77k 44.92
2024-09-30 $1.3M 29k 45.51
2024-06-30 $1.1M 27k 41.53
2024-03-31 $1.2M 28k 43.04
2023-12-31 $1.2M 28k 42.18
2023-09-30 $1.1M 29k 36.90
2023-06-30 $1.1M 28k 38.84
2023-03-31 $749k 20k 37.77
2022-12-31 $747k 20k 36.97
2022-09-30 $798k 23k 34.06
2022-06-30 $916k 26k 35.96
2022-03-31 $1.3M 31k 42.08
2021-12-31 $1.4M 32k 44.70