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Spdr Ser Tr spdr russel 2000 shares owned by Talon Private Wealth

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

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

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

Quarter filed Position value Share count Share price at filing
2025-06-30 $159k 3.7k 42.60
2025-03-31 $246k 5.6k 43.56
2024-12-31 $170k 3.8k 44.92
2024-09-30 $8.8k 193 45.51

More positions owned by Talon Private Wealth

Bny Mellon Etf Trust Core Bond Etf (BKAG)
Etf Ser Solutions Aptus Defined (DRSK)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Innovator Etfs Trust Us Eqty Ultra B (UDEC)
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB)
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)
Innovator Etfs Trust Us Eqt Ultra Bf (UMAR)
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)
Ishares Tr Mbs Etf (MBB)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Etf Ser Solutions Aptus Enhanced (JUCY)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Talon Private Wealth

Top funds holding Spdr Ser Tr spdr russel 2000

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

View all funds holding Spdr Ser Tr spdr russel 2000