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Spdr Ser Tr spdr russel 2000 shares owned by Zinnia Wealth Advisory

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

Historical chart of Zinnia Wealth Advisory investment in Spdr Ser Tr spdr russel 2000

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All positions including Spdr Ser Tr spdr russel 2000 held by Zinnia Wealth Advisory 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 Zinnia Wealth Advisory

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.4M 49k 48.32

More positions owned by Zinnia Wealth Advisory

Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Spdr Series Trust State Street Spd (SPMD)
Spdr Index Shs Fds State Street Spd (SPEM)
Spdr Series Trust State Street Spd (SPTS)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Index Fds Growth Etf (VUG)
Spdr Series Trust State Street Spd (SPTI)
Spdr Series Trust State Street Spd (SPSM)
Microsoft Corporation (MSFT)
Spdr Series Trust State Street Spd (SPSB)
Wal-Mart Stores (WMT)

View all positions for Zinnia Wealth Advisory

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