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Spdr Ser Tr spdr russel 2000 shares owned by Rooted Wealth Advisors

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

Historical chart of Rooted Wealth Advisors investment in Spdr Ser Tr spdr russel 2000

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All positions including Spdr Ser Tr spdr russel 2000 held by Rooted Wealth Advisors 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 Rooted Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $200k 4.8k 41.87
2023-09-30 $224k 6.0k 37.63
2023-06-30 $287k 7.4k 38.59
2023-03-31 $2.0M 54k 37.19
2022-12-31 $3.3M 89k 36.97

More positions owned by Rooted Wealth Advisors

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Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Ishares Tr Core Msci Total (IXUS)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core Div Grwth (DGRO)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Rooted Wealth Advisors

Top funds holding Spdr Ser Tr spdr russel 2000

Charles Schwab Investment Management
Bank of America Corporation
ValMark Advisers
Financial Gravity Wealth
CliftonLarsonAllen Wealth Advisors
Creative Planning
Horizon Investments
UBS Group
CWM
Private Advisor
Crestwood Advisors
Pnc Financial Services
Congress Wealth Management LLC / DE /
Merit Financial Group
Mariner Wealth Advisors

View all funds holding Spdr Ser Tr spdr russel 2000