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Spdr Ser Tr spdr russel 2000 shares owned by Valley Financial Management

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

Historical chart of Valley Financial Management 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 Valley Financial Management 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 Valley Financial Management

Quarter filed Position value Share count Share price at filing
2023-06-30 $5.8M 150k 38.84
2023-03-31 $2.5M 68k 37.77

More positions owned by Valley Financial Management

Vanguard Russell 1000 Growth ETF Exchange Traded Fund (VONG)
VanEck Morningstar Wide Moat ETF Exchange Traded Fund (MOAT)
WisdomTree Europe Quality Div Gr ETF Exchange Traded Fund (EUDG)
WisdomTree Europe Hedged Equity ETF Exchange Traded Fund (HEDJ)
Vanguard Value ETF Exchange Traded Fund (VTV)
iShares Semiconductor ETF Exchange Traded Fund (SOXX)
iShares Core US Aggregate Bond ETF Exchange Traded Fund (AGG)
Invesco Aerospace & Defense ETF Exchange Traded Fund (PPA)
Health Care Select Sector SPDR Exchange Traded Fund (XLV)
Vanguard S&P 500 ETF Exchange Traded Fund (VOO)
SPDR Exchange Traded Fund (KRE)
JPMorgan Ultra-Short Income ETF Exchange Traded Fund (JPST)
iShares Core MSCI Pacific ETF Exchange Traded Fund (IPAC)
SPDR Exchange Traded Fund (XOP)
Vanguard Mid-Cap Growth ETF Exchange Traded Fund (VOT)

View all positions for Valley Financial Management

Top funds holding Spdr Ser Tr spdr russel 2000

Charles Schwab Investment Management
Bank of America Corporation
ValMark Advisers
Financial Gravity Wealth
CliftonLarsonAllen Wealth Advisors
Creative Planning
Horizon Investments
UBS Group
CWM
Private Advisor
Crestwood Advisors
Pnc Financial Services
Congress Wealth Management LLC / DE /
Merit Financial Group
Mariner Wealth Advisors

View all funds holding Spdr Ser Tr spdr russel 2000