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SPDR DJ Wilshire Small Cap shares owned by Golden State Wealth Management

Quarter-by-quarter ownership of SPDR DJ Wilshire Small Cap shares owned by Golden State Wealth Management from 13F filings

Historical chart of Golden State Wealth Management investment in SPDR DJ Wilshire Small Cap

Tip: Access up to 7 years of quarterly data

All positions including SPDR DJ Wilshire Small Cap held by Golden State Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR DJ Wilshire Small Cap by Golden State Wealth Management

Quarter filed Position value Share count Share price at filing
2022-03-31 $372k 4.0k 93.61
2021-12-31 $263k 2.7k 99.21
2021-09-30 $221k 2.3k 94.93
2021-06-30 $235k 2.4k 97.55
2020-09-30 $71k 1.2k 60.84
2020-03-31 $86k 1.8k 48.21
2019-09-30 $75k 1.1k 67.57
2019-06-30 $75k 1.1k 67.57
2019-03-31 $74k 1.1k 66.67

More positions owned by Golden State Wealth Management

Ishares Core MF Closed and MF Open (IVV)
Ishares Core MF Closed and MF Open (AGG)
Apple Common Stock (AAPL)
First Trust MF Closed and MF Open (FVD)
SPDR S&P MF Closed and MF Open (SPY)
Spdr Portfolio MF Closed and MF Open (SPAB)
Invesco Qqq MF Closed and MF Open (QQQ)
Amazon Common Stock (AMZN)
First Trust MF Closed and MF Open (FTCS)
Ishares Msci MF Closed and MF Open (QUAL)
Blackstone Common Stock (BX)
Ishares Msci MF Closed and MF Open (MTUM)
Alphabet Common Stock (GOOGL)
Tesla Common Stock (TSLA)
Principal Us MF Closed and MF Open (USMC)

View all positions for Golden State Wealth Management

Top funds holding SPDR DJ Wilshire Small Cap

Mathes Company
1620 Investment Advisors
Huntington National Bank

View all funds holding SPDR DJ Wilshire Small Cap