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Spdr Ser Tr spdr russel 2000 shares owned by Zrc Wealth Management

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

Historical chart of Zrc Wealth 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 Zrc Wealth 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 Zrc Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $31k 670 45.51
2024-06-30 $28k 670 41.53
2024-03-31 $29k 670 43.04
2023-12-31 $25k 670 36.90

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View all positions for Zrc Wealth Management

Top funds holding Spdr Ser Tr spdr russel 2000

Financial Engines Advisors L.L.C
LPL Financial
Bank of America Corporation
Charles Schwab Investment Management
ValMark Advisers
CWM
Envestnet Asset Management
Richard Bernstein Advisors
Creative Planning
Morgan Stanley
Crestwood Advisors
CliftonLarsonAllen Wealth Advisors
Pnc Financial Services
Congress Wealth Management LLC / DE /
Royal Bank of Canada

View all funds holding Spdr Ser Tr spdr russel 2000