Spdr Ser Tr spdr russel 2000 shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of Spdr Ser Tr spdr russel 2000 (SPSM) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello 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 Monticello Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Spdr Ser Tr spdr russel 2000 by Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $8.8M | 205k | 43.04 |
| 2024-06-30 | $7.3M | 176k | 41.53 |
| 2024-03-31 | $8.8M | 205k | 43.04 |
| 2023-12-31 | $14M | 341k | 42.18 |
| 2023-09-30 | $6.3M | 170k | 36.90 |
| 2023-06-30 | $6.4M | 166k | 38.84 |
More positions owned by Monticello Wealth Management
View all positions for Monticello Wealth Management