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Spdr Ser Tr spdr russel 2000 shares owned by Money Matters Financial

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

Historical chart of Money Matters Financial 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 Money Matters Financial 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 Money Matters Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $10M 236k 42.18
2023-09-30 $5.0M 139k 36.11
2023-06-30 $5.5M 139k 39.65

More positions owned by Money Matters Financial

Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)
SPDR S&P 600 Sm-cap ETF Etf (SPSM)
Technology Select Sector Spdr Fund Etf (XLK)
Financial Select Sector Spdr Fund Etf (XLF)
Consumer Discretionary Select Sector Spdr Fund Etf (XLY)
Vanguard Real Estate Etf Etf (VNQ)
Industrial Select Sector Spdr Fund Etf (XLI)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Communication Services Select Sector Spdr Fund Etf (XLC)
Ishares Russell 3000 Etf Etf (IWV)
Health Care Select Sector Spdr Fund Etf (XLV)
Energy Select Sector Spdr Fund Etf (XLE)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)

View all positions for Money Matters Financial

Top funds holding Spdr Ser Tr spdr russel 2000

Charles Schwab Investment Management
Bank of America Corporation
ValMark Advisers
Financial Gravity Wealth
CliftonLarsonAllen Wealth Advisors
Creative Planning
Horizon Investments
UBS Group
CWM
Private Advisor
Crestwood Advisors
Pnc Financial Services
Congress Wealth Management LLC / DE /
Merit Financial Group
Mariner Wealth Advisors

View all funds holding Spdr Ser Tr spdr russel 2000