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Spdr Ser Tr spdr russel 2000 shares owned by Morningstar Investment Management

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

Historical chart of Morningstar Investment 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 Morningstar Investment 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 Morningstar Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $46M 994k 46.32
2025-06-30 $10M 242k 42.60
2025-03-31 $8.3M 204k 40.76
2024-12-31 $5.7M 128k 44.92

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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