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SPDR DJ Wilshire Small Cap Growth shares owned by Cerro Pacific Wealth Advisors

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

Historical chart of Cerro Pacific Wealth 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 Cerro Pacific Wealth 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 Cerro Pacific Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-03-31 $978k 13k 73.75
2022-12-31 $1.0M 14k 72.24
2022-09-30 $949k 14k 68.13
2022-06-30 $1.6M 22k 70.48
2022-03-31 $3.3M 40k 83.84

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View all positions for Cerro Pacific Wealth Advisors

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