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SPDR DJ Wilshire Small Cap Growth shares owned by Total Wealth Planning

Quarter-by-quarter ownership of SPDR DJ Wilshire Small Cap Growth (SLYG) shares owned by Total Wealth Planning from 13F filings

Historical chart of Total Wealth Planning 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 Total Wealth Planning 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 Total Wealth Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 13k 87.23
2023-12-31 $1.2M 14k 83.63
2023-09-30 $1.1M 15k 73.27
2023-06-30 $1.1M 15k 76.96
2023-03-31 $1.1M 15k 73.75
2022-12-31 $1.1M 15k 72.24
2022-09-30 $1.0M 15k 68.12
2022-06-30 $1.0M 15k 70.49
2022-03-31 $1.2M 14k 83.80
2021-12-31 $825k 14k 59.72
2021-09-30 $1.2M 14k 87.10
2021-06-30 $1.2M 13k 88.75
2021-03-31 $1.2M 13k 85.85
2020-12-31 $1.2M 16k 76.39
2020-09-30 $1.1M 19k 59.02
2020-06-30 $1.2M 21k 56.76
2020-03-31 $963k 21k 46.20
2019-12-31 $1.3M 20k 64.51
2019-09-30 $1.2M 20k 59.57
2019-06-30 $970k 16k 60.91
2019-03-31 $825k 14k 59.72
2018-12-31 $576k 11k 53.90

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Schwab Strategic Tr Us Aggregate B (SCHZ)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Ishares Tr Gl Clean Ene Etf (ICLN)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Tr Ishs 1-5yr Invs (IGSB)

View all positions for Total Wealth Planning

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