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Spdr Ser Tr spdr russel 2000 shares owned by Parcion Private Wealth

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

Historical chart of Parcion Private Wealth investment in Spdr Ser Tr spdr russel 2000

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All positions including Spdr Ser Tr spdr russel 2000 held by Parcion Private Wealth 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 Parcion Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $562k 12k 45.51
2024-06-30 $513k 12k 41.53
2024-03-31 $646k 15k 43.04
2023-12-31 $632k 15k 42.18
2023-09-30 $553k 15k 36.90
2023-06-30 $535k 14k 38.84

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View all positions for Parcion Private Wealth

Top funds holding Spdr Ser Tr spdr russel 2000

Financial Engines Advisors L.L.C
LPL Financial
Bank of America Corporation
Charles Schwab Investment Management
ValMark Advisers
CWM
Envestnet Asset Management
Richard Bernstein Advisors
Creative Planning
Morgan Stanley
Crestwood Advisors
CliftonLarsonAllen Wealth Advisors
Pnc Financial Services
Congress Wealth Management LLC / DE /
Royal Bank of Canada

View all funds holding Spdr Ser Tr spdr russel 2000