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SPDR DJ Wilshire Small Cap Growth shares owned by Balanced Wealth Group

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

Historical chart of Balanced Wealth Group 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 Balanced Wealth Group 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 Balanced Wealth Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.7M 95k 91.79
2024-06-30 $7.8M 301k 25.74
2024-03-31 $7.1M 292k 24.34
2023-12-31 $2.2M 27k 83.63

More positions owned by Balanced Wealth Group

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Apple (AAPL)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Eaton Vance Tax Managed Buy Write Opport (ETV)
First Tr Value Line Divid In SHS (FVD)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Pfd And Incm Sec (PFF)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Balanced Wealth Group

Top funds holding SPDR DJ Wilshire Small Cap Growth

LPL Financial
Bank of America Corporation
Citigroup
Financial Engines Advisors L.L.C
Townsquare Capital
Stifel Financial
Benjamin F. Edwards & Company
Honkamp Krueger Financial Services
Rodgers & Associates
Benjamin Edwards
Morgan Stanley
Wells Fargo & Company
Savant Capital Management
Financial Advisory Service
Commonwealth Equity Services

View all funds holding SPDR DJ Wilshire Small Cap Growth