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SPDR DJ Wilshire Small Cap Growth shares owned by Capital Performance Advisors

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

Historical chart of Capital Performance Advisors 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 Capital Performance Advisors 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 Capital Performance Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $7.4M 77k 96.62
2025-12-31 $7.1M 75k 94.19
2024-09-30 $2.0k 22 93.09

More positions owned by Capital Performance Advisors

Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Value Etf (VTV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)

View all positions for Capital Performance Advisors

Top funds holding SPDR DJ Wilshire Small Cap Growth

LPL Financial
Financial Engines Advisors L.L.C
Bank of America Corporation
Morgan Stanley
Ameriprise Financial
NorthRock Partners
Diversified Enterprises
Cetera Investment Advisers
WCG Wealth Advisors
Rodgers & Associates
Krilogy Financial
Financial Advisory Service
Honkamp Krueger Financial Services
UBS Group
HighTower Advisors

View all funds holding SPDR DJ Wilshire Small Cap Growth