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Spdr Ser Tr spdr russel 2000 shares owned by Planning Strategies

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

Historical chart of Planning Strategies 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 Planning Strategies 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 Planning Strategies

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.4M 24k 57.67

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Vanguard Russell 1000 Growth Etf Etf (VONG)
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Ishares Msci Intl Quality Factor Etf Etf (IQLT)
T. Rowe Price Capital Appreciation Equity Etf Etf (TCAF)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Invesco S&p 100 Equal Weight Etf Etf (EQWL)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Nvidia Corporation Stock (NVDA)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Apple Stock (AAPL)
Jpmorgan Small & Mid Cap Enhanced Equity Etf Etf (JMEE)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)

View all positions for Planning Strategies

Top funds holding Spdr Ser Tr spdr russel 2000

LPL Financial
Financial Engines Advisors L.L.C
Betterment
Morgan Stanley
Charles Schwab Investment Management
ValMark Advisers
CliftonLarsonAllen Wealth Advisors
Ameriprise Financial
Envestnet Asset Management
Bank of America Corporation
Creative Planning
Raymond James Financial
UBS Group
State Street Corporation
Pnc Financial Services

View all funds holding Spdr Ser Tr spdr russel 2000