United Capital Financial Advisers »

SPDR DJ Wilshire Small Cap Growth shares owned by United Capital Financial Advisers

Quarter-by-quarter ownership of SPDR DJ Wilshire Small Cap Growth (SLYG) shares owned by United Capital Financial Advisers from 13F filings

Historical chart of United Capital Financial Advisers 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 United Capital Financial Advisers 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 United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2023-12-31 $900k 11k 83.63
2023-09-30 $1.8M 25k 73.27
2023-06-30 $2.1M 27k 76.96
2023-03-31 $2.2M 30k 73.75
2022-12-31 $2.3M 32k 72.24
2022-09-30 $2.3M 34k 68.13
2022-06-30 $2.8M 39k 70.49
2022-03-31 $2.8M 34k 83.83
2021-12-31 $3.2M 34k 92.82
2021-09-30 $3.0M 35k 87.12
2021-06-30 $3.4M 39k 88.78
2021-03-31 $3.3M 39k 85.85
2020-12-31 $3.2M 42k 76.37
2020-09-30 $2.3M 38k 59.04
2020-06-30 $2.5M 45k 56.77
2020-03-31 $2.1M 46k 46.18
2019-12-31 $3.0M 46k 64.53
2019-09-30 $2.4M 41k 59.59
2019-06-30 $2.1M 34k 60.92
2019-03-31 $1.9M 32k 59.70
2018-12-31 $1.6M 30k 53.94
2018-09-30 $2.0M 29k 67.48
2018-06-30 $2.0M 32k 63.19
2018-03-31 $1.8M 7.7k 232.60
2016-06-30 $252k 1.4k 178.22
2016-03-31 $455k 2.6k 172.74
2015-12-31 $1.0M 5.9k 172.52
2015-09-30 $2.3M 13k 174.30
2015-06-30 $2.5M 13k 190.23

More positions owned by United Capital Financial Advisers

Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Apple Common Stock (AAPL)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Microsoft Corp Common Stock (MSFT)
Vanguard Value Etf Exchange Traded Fund (VTV)
Ishares Core Total Usd Bond Ma Exchange Traded Fund (IUSB)
Vanguard Intermediate-term Bon Exchange Traded Fund (BIV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)
Ishares Currency Hedged Msci E Exchange Traded Fund (HEFA)
Ishares Mbs Etf Exchange Traded Fund (MBB)
Ishares Core Msci Emerging Mar Exchange Traded Fund (IEMG)
Spdr Nuveen Bloomberg Short Te Exchange Traded Fund (SHM)

View all positions for United Capital Financial Advisers

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