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Spdr Ser Tr spdr russel 2000 shares owned by Simplicity Wealth

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

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

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

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.1M 44k 46.86
2025-09-30 $1.7M 38k 46.32
2025-06-30 $2.4M 56k 42.60
2024-12-31 $223k 5.0k 44.92
2024-06-30 $214k 5.1k 41.53
2024-03-31 $206k 4.8k 43.04
2022-09-30 $251k 7.4k 34.12
2022-06-30 $264k 7.3k 36.02
2022-03-31 $510k 12k 42.09
2021-12-31 $765k 17k 44.70