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Spdr Ser Tr spdr russel 2000 shares owned by WLTH Capital Management

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

Historical chart of WLTH Capital 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 WLTH Capital 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 WLTH Capital Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.0M 59k 51.04

More positions owned by WLTH Capital Management

Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)
Ishares Tr National Mun Etf (MUB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust State Street Spd (SPSM)
Barclays Bank Djubs Cmdt Etn36 (DJP)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Shrt Nat Mun Etf (SUB)

View all positions for WLTH Capital Management

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