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Spdr Ser Tr spdr russel 2000 shares owned by Private Ocean

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

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

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

Quarter filed Position value Share count Share price at filing
2024-06-30 $63k 1.5k 41.53
2024-03-31 $65k 1.5k 43.05
2023-12-31 $88k 2.1k 42.17
2023-09-30 $77k 2.1k 36.90
2023-06-30 $67k 1.7k 38.85

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Top funds holding Spdr Ser Tr spdr russel 2000

Financial Engines Advisors L.L.C
LPL Financial
Betterment
Bank of America Corporation
Charles Schwab Investment Management
ValMark Advisers
Ameriprise Financial
Morgan Stanley
CWM
Envestnet Asset Management
Richard Bernstein Advisors
Creative Planning
Fund Evaluation Group
UBS Group
Crestwood Advisors

View all funds holding Spdr Ser Tr spdr russel 2000