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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

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Quarterly reported holdings in Spdr Ser Tr spdr russel 2000 by Monticello Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $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