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SPDR DJ Wilshire Small Cap Growth shares owned by CarsonAllaria Wealth Management

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

Historical chart of CarsonAllaria Wealth Management 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 CarsonAllaria 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 Growth by CarsonAllaria Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.2M 27k 83.63
2023-09-30 $2.0M 27k 73.27
2023-06-30 $2.1M 27k 76.96
2023-03-31 $2.0M 27k 73.75
2022-12-31 $2.1M 29k 72.25
2022-09-30 $2.0M 30k 68.12
2022-06-30 $2.1M 30k 70.48
2022-03-31 $2.5M 30k 83.83
2021-12-31 $3.0M 32k 92.81

More positions owned by CarsonAllaria Wealth Management

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Dimensional Etf Trust Us Equity Etf (DFUS)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)
Pimco Etf Tr Active Bd Etf (BOND)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Pimco Etf Tr Muni Income Opp (MINO)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)
Spdr Index Shs Fds S&p Intl Smlcp (GWX)
Ishares Tr U.s. Real Es Etf (IYR)
Ishares Core Msci Emkt (IEMG)

View all positions for CarsonAllaria Wealth Management

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