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Spdr Ser Tr spdr russel 2000 shares owned by Montis Financial

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

Historical chart of Montis Financial investment in Spdr Ser Tr spdr russel 2000

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All positions including Spdr Ser Tr spdr russel 2000 held by Montis 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 Montis Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $495k 11k 46.32
2025-06-30 $471k 11k 42.60
2025-03-31 $444k 11k 40.76
2024-12-31 $511k 11k 44.92
2024-09-30 $410k 9.0k 45.51

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Top funds holding Spdr Ser Tr spdr russel 2000

LPL Financial
Financial Engines Advisors L.L.C
Betterment
Charles Schwab Investment Management
ValMark Advisers
Morgan Stanley
Envestnet Asset Management
Ameriprise Financial
CliftonLarsonAllen Wealth Advisors
Creative Planning
Raymond James Financial
Advisor Group Holdings
Pnc Financial Services
Texas Permanent School Fund
Pinnacle Wealth Planning Services

View all funds holding Spdr Ser Tr spdr russel 2000