Optimist Retirement Group »

Spdr Ser Tr spdr russel 2000 shares owned by Optimist Retirement Group

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

Historical chart of Optimist Retirement Group 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 Optimist Retirement Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Spdr Ser Tr spdr russel 2000 by Optimist Retirement Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $258k 6.1k 42.18

More positions owned by Optimist Retirement Group

Paccar (PCAR)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Index Fds Small Cp Etf (VB)
Broadcom (AVGO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Eli Lilly & Co. (LLY)
H&R Block (HRB)
Kla Corp Com New (KLAC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
International Business Machines (IBM)

View all positions for Optimist Retirement Group

Top funds holding Spdr Ser Tr spdr russel 2000

Financial Engines Advisors L.L.C
LPL Financial
Betterment
Bank of America Corporation
Ameriprise Financial
Charles Schwab Investment Management
ValMark Advisers
Financial Gravity Wealth
Richard Bernstein Advisors
Envestnet Asset Management
Creative Planning
Morgan Stanley
Private Advisor
UBS Group
CWM

View all funds holding Spdr Ser Tr spdr russel 2000