Gladstone Institutional Advisory »

SPDR DJ Wilshire Small Cap Growth shares owned by Gladstone Institutional Advisory

Quarter-by-quarter ownership of SPDR DJ Wilshire Small Cap Growth (SLYG) shares owned by Gladstone Institutional Advisory from 13F filings

Historical chart of Gladstone Institutional Advisory investment in SPDR DJ Wilshire Small Cap Growth

Tip: Access up to 7 years of quarterly data

All positions including SPDR DJ Wilshire Small Cap Growth held by Gladstone Institutional Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SPDR DJ Wilshire Small Cap Growth by Gladstone Institutional Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.3M 28k 83.63
2023-09-30 $2.0M 27k 73.27
2023-06-30 $1.9M 25k 76.96
2023-03-31 $1.9M 25k 73.75
2022-12-31 $1.9M 26k 72.24
2022-09-30 $1.8M 26k 68.12
2022-06-30 $1.5M 22k 70.50
2022-03-31 $1.8M 22k 83.81
2021-12-31 $1.9M 21k 92.81
2021-09-30 $1.7M 20k 87.12
2021-06-30 $1.7M 20k 88.77
2021-03-31 $1.7M 19k 85.85
2020-12-31 $1.5M 19k 76.39
2020-09-30 $1.1M 19k 59.01
2020-06-30 $2.2M 38k 56.79
2020-03-31 $2.7M 58k 46.18
2019-12-31 $2.6M 41k 64.51
2019-09-30 $2.3M 39k 59.59
2019-06-30 $2.4M 39k 60.91
2019-03-31 $2.0M 34k 59.69

More positions owned by Gladstone Institutional Advisory

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Actively Managed Etf Ultra Shrt Dur (GSY)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR)
Amazon (AMZN)
First Tr Exchange-traded Lng Dur Oprtun (LGOV)
JPMorgan Chase & Co. (JPM)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

View all positions for Gladstone Institutional Advisory

Top funds holding SPDR DJ Wilshire Small Cap Growth

Citigroup
Bank of America Corporation
Haverford Trust Company
Signature Estate and Investment Advisors
Stifel Financial
Benjamin F. Edwards & Company
Assetmark
Rodgers & Associates
Townsquare Capital
Honkamp Krueger Financial Services
Savant Capital Management
Tradewinds Capital Management
Redwood Investment Management
Wells Fargo & Company
NorthRock Partners

View all funds holding SPDR DJ Wilshire Small Cap Growth