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Spdr Ser Tr spdr russel 2000 shares owned by Planwiser Financial

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

Historical chart of Planwiser Financial 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 Planwiser Financial 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 Planwiser Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $530k 11k 46.86

More positions owned by Planwiser Financial

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Hdg Msci Eafe (HEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust State Street Spd (SJNK)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)
Schwab Strategic Tr Fundamental Emer (FNDE)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)

View all positions for Planwiser Financial

Top funds holding Spdr Ser Tr spdr russel 2000

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

View all funds holding Spdr Ser Tr spdr russel 2000