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Spdr Ser Tr spdr russel 2000 shares owned by Octavia Wealth Advisors

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

Historical chart of Octavia Wealth Advisors investment in Spdr Ser Tr spdr russel 2000

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All positions including Spdr Ser Tr spdr russel 2000 held by Octavia Wealth Advisors 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 Octavia Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.5M 105k 43.04
2023-12-31 $582k 14k 42.18
2022-12-31 $245k 6.6k 36.97

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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