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Spdr Ser Tr spdr russel 2000 shares owned by Safeguard Financial

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

Historical chart of Safeguard 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 Safeguard 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 Safeguard Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $809k 19k 43.04
2023-12-31 $793k 19k 42.18
2023-09-30 $694k 19k 36.90
2023-06-30 $729k 19k 38.79
2023-03-31 $710k 19k 37.78

More positions owned by Safeguard Financial

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Mcap Gr Idxvip (VOT)

View all positions for Safeguard Financial

Top funds holding Spdr Ser Tr spdr russel 2000

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

View all funds holding Spdr Ser Tr spdr russel 2000