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Spdr Ser Tr spdr russel 2000 shares owned by Strategic Financial Concepts

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

Historical chart of Strategic Financial Concepts 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 Strategic Financial Concepts 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 Strategic Financial Concepts

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.5M 105k 43.04
2023-12-31 $1.9M 46k 42.18
2023-09-30 $1.1M 30k 36.90
2023-06-30 $474k 12k 38.84

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View all positions for Strategic Financial Concepts

Top funds holding Spdr Ser Tr spdr russel 2000

Financial Engines Advisors L.L.C
LPL Financial
Betterment
Bank of America Corporation
Ameriprise Financial
Charles Schwab Investment Management
ValMark Advisers
Financial Gravity Wealth
Richard Bernstein Advisors
Envestnet Asset Management
Creative Planning
Morgan Stanley
Private Advisor
UBS Group
CWM

View all funds holding Spdr Ser Tr spdr russel 2000