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Spdr Ser Tr spdr russel 2000 shares owned by Summit Financial Strategies

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

Historical chart of Summit Financial Strategies 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 Summit Financial Strategies 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 Summit Financial Strategies

Quarter filed Position value Share count Share price at filing
2026-03-31 $892k 19k 48.32

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Dimensional Etf Trust Intl Core Equity (DFIC)
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Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
American Centy Etf Tr Avantis Emgmkt (AVEM)
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Packaging Corporation of America (PKG)
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Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)

View all positions for Summit Financial Strategies

Top funds holding Spdr Ser Tr spdr russel 2000

LPL Financial
Financial Engines Advisors L.L.C
Betterment
Morgan Stanley
Charles Schwab Investment Management
ValMark Advisers
CliftonLarsonAllen Wealth Advisors
Ameriprise Financial
Envestnet Asset Management
Bank of America Corporation
Creative Planning
Raymond James Financial
UBS Group
Advisor Group Holdings
Pnc Financial Services

View all funds holding Spdr Ser Tr spdr russel 2000