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Spdr Ser Tr spdr russel 2000 shares owned by Perennial Investment Advisors

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

Historical chart of Perennial Investment Advisors investment in Spdr Ser Tr spdr russel 2000

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All positions including Spdr Ser Tr spdr russel 2000 held by Perennial Investment 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 Perennial Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $5.8M 140k 41.53
2024-03-31 $6.0M 139k 43.04
2023-09-30 $2.5M 67k 36.90
2023-06-30 $2.6M 66k 38.85
2023-03-31 $2.9M 77k 37.77
2021-12-31 $268k 6.0k 44.76

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View all positions for Perennial Investment Advisors

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