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SPDR DJ Wilshire Small Cap Growth shares owned by Barrett & Company

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

Historical chart of Barrett & Company 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 Barrett & Company 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 Barrett & Company

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.5M 52k 87.23
2023-12-31 $4.4M 53k 83.63
2023-09-30 $3.8M 52k 73.27
2023-06-30 $4.0M 52k 76.96
2023-03-31 $3.9M 53k 73.75
2022-12-31 $3.9M 53k 72.24
2022-09-30 $3.9M 53k 72.24

More positions owned by Barrett & Company

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Usa Min Vol (USMV)
NVIDIA Corporation (NVDA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Morningstar Valu (ILCV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Exponential Tech (XT)
Apple (AAPL)
Amazon (AMZN)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Microsoft Corporation (MSFT)

View all positions for Barrett & Company

Top funds holding SPDR DJ Wilshire Small Cap Growth

Citigroup
Bank of America Corporation
Signature Estate and Investment Advisors
Haverford Trust Company
Stifel Financial
Assetmark
Rodgers & Associates
Benjamin F. Edwards & Company
Townsquare Capital
Savant Capital Management
Tradewinds Capital Management
Redwood Investment Management
Wells Fargo & Company
NorthRock Partners
Financial Advisory Service

View all funds holding SPDR DJ Wilshire Small Cap Growth