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Spdr Ser Tr spdr russel 2000 shares owned by Plan A Wealth

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

Historical chart of Plan A Wealth 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 Plan A 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 Plan A Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $515k 11k 46.32
2025-06-30 $1.0M 25k 42.60
2025-03-31 $1.8M 45k 40.76
2024-12-31 $2.7M 60k 44.92

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Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)
NVIDIA Corporation (NVDA)
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Abrdn Etfs Bbrg All Comd K1 (BCI)
Microsoft Corporation (MSFT)
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Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Texas Pacific Land Corp (TPL)

View all positions for Plan A Wealth

Top funds holding Spdr Ser Tr spdr russel 2000

LPL Financial
Financial Engines Advisors L.L.C
Betterment
Charles Schwab Investment Management
ValMark Advisers
Morgan Stanley
Envestnet Asset Management
Ameriprise Financial
CliftonLarsonAllen Wealth Advisors
Creative Planning
Raymond James Financial
Advisor Group Holdings
Pnc Financial Services
Texas Permanent School Fund
Pinnacle Wealth Planning Services

View all funds holding Spdr Ser Tr spdr russel 2000