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SPDR DJ Wilshire Small Cap Growth shares owned by Lane & Associates

Quarter-by-quarter ownership of SPDR DJ Wilshire Small Cap Growth (SLYG) shares owned by Lane & Associates from 13F filings

Historical chart of Lane & Associates 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 Lane & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR DJ Wilshire Small Cap Growth by Lane & Associates

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.5M 17k 87.23
2023-12-31 $1.5M 18k 83.63
2023-09-30 $1.3M 18k 73.27
2023-06-30 $1.5M 20k 76.96
2023-03-31 $1.5M 21k 73.75
2022-12-31 $1.5M 21k 72.24

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
Vanguard Index Fds Small Cp Etf (VB)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Whitehall Fds High Div Yld (VYM)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Msci Eafe Etf (EFA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Lane & Associates

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