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Spdr Ser Tr spdr russel 2000 shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of Spdr Ser Tr spdr russel 2000 (SPSM) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co 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 Wealth Group Llc / Co 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 Wealth Group Llc / Co

Quarter filed Position value Share count Share price at filing
2025-12-31 $250k 5.3k 46.86
2025-06-30 $227k 5.3k 42.60

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View all positions for Summit Wealth Group Llc / Co

Top funds holding Spdr Ser Tr spdr russel 2000

LPL Financial
Financial Engines Advisors L.L.C
Betterment
Charles Schwab Investment Management
ValMark Advisers
Ameriprise Financial
Envestnet Asset Management
CliftonLarsonAllen Wealth Advisors
Creative Planning
Raymond James Financial
Advisor Group Holdings
Pnc Financial Services
Texas Permanent School Fund
Pinnacle Wealth Planning Services
Crestwood Advisors

View all funds holding Spdr Ser Tr spdr russel 2000