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SPDR DJ Wilshire Small Cap Growth shares owned by Calton & Associates

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

Historical chart of Calton & Associates 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 Calton & Associates 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 Calton & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $452k 4.8k 94.31
2025-06-30 $337k 3.8k 88.75
2017-12-31 $80k 337 237.39

More positions owned by Calton & Associates

Invesco Qqq Tr Unit Ser 1 (QQQ)
Northern Lts Fd Tr Ii Peakshares Secto (PSTR)
Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Fidelity Covington Trust High Divid Etf (FDVV)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Vanguard World Financials Etf (VFH)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Invesco Actively Managed Exc Var Rate Invt (VRIG)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr Technology (XLK)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Vanguard World Mega Cap Index (MGC)

View all positions for Calton & Associates

Top funds holding SPDR DJ Wilshire Small Cap Growth

LPL Financial
Financial Engines Advisors L.L.C
Ameriprise Financial
SRS Capital Advisors
Morgan Stanley
NorthRock Partners
Diversified Enterprises
Advisor Group Holdings
Rodgers & Associates
Cetera Investment Advisers
Wells Fargo & Company
HighTower Advisors
Krilogy Financial
Financial Advisory Service
Savant Capital Management

View all funds holding SPDR DJ Wilshire Small Cap Growth