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

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

Historical chart of Modern Wealth Management 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 Modern 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 Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $12M 259k 45.51
2024-03-31 $2.4M 56k 42.46

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Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr S&p Mc 400gr Etf (IJK)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Wisdomtree Tr Intrst Rate Hdge (AGZD)
T Rowe Price Etf Cap Appreciation (TCAF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Modern Wealth Management

Top funds holding Spdr Ser Tr spdr russel 2000

Financial Engines Advisors L.L.C
LPL Financial
Bank of America Corporation
Charles Schwab Investment Management
ValMark Advisers
CWM
Envestnet Asset Management
Richard Bernstein Advisors
Creative Planning
Morgan Stanley
Crestwood Advisors
CliftonLarsonAllen Wealth Advisors
Pnc Financial Services
Congress Wealth Management LLC / DE /
Private Advisor

View all funds holding Spdr Ser Tr spdr russel 2000