ORG Wealth Partners »

Spdr Ser Tr spdr russel 2000 shares owned by ORG Wealth Partners

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

Historical chart of ORG Wealth Partners 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 ORG Wealth Partners 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 ORG Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $12k 254 45.51

More positions owned by ORG Wealth Partners

Core Scientific Common Stock (CORZ)
Core Scientific Inc New Wt Exp Tranche 1 Equity (CORZW)
Agnc Invt Corp Real Estate Investme (AGNC)
1/100 Berkshire Htwy A Common Stock
Berkshire Hathaway Common Stock (BRK.B)
Energy Transfer Limited Partnershp (ET)
Abbott Labs Common Stock (ABT)
Exxon Mobil Corp Common Stock (XOM)
Apple Common Stock (AAPL)
Ishares 0 To 3 Mnth Uit Exchange Traded (SGOV)
Ishares Total Usd Bond Uit Exchange Traded (IUSB)
Amazon.com Common Stock (AMZN)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Hines Global Income Trus Real Estate Investme (ZHGIIX)

View all positions for ORG Wealth Partners

Top funds holding Spdr Ser Tr spdr russel 2000

LPL Financial
Bank of America Corporation
Charles Schwab Investment Management
ValMark Advisers
CWM
Strategic Financial Concepts
Richard Bernstein Advisors
Creative Planning
Morgan Stanley
Envestnet Asset Management
Private Advisor
Crestwood Advisors
CliftonLarsonAllen Wealth Advisors
Pnc Financial Services
State Street Corporation

View all funds holding Spdr Ser Tr spdr russel 2000