Red Mountain Financial »

Spdr Ser Tr spdr russel 2000 shares owned by Red Mountain Financial

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

Historical chart of Red Mountain 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 Red Mountain Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Spdr Ser Tr spdr russel 2000 by Red Mountain Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $242k 5.3k 45.51
2024-06-30 $220k 5.3k 41.53
2023-12-31 $242k 5.7k 42.18

More positions owned by Red Mountain Financial

Schwab Charles Family Amt Tax Free Mny (SCTXX)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
J P Morgan Exchange Traded F Income Etf (JPIE)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Internl Divid (SCHY)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Gold Tr Ishares New (IAU)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Broadcom (AVGO)

View all positions for Red Mountain Financial

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