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

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

Historical chart of Copia 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 Copia 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 Copia Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.3M 25k 94.31
2025-06-30 $2.0M 23k 88.75
2025-03-31 $1.7M 21k 83.00
2024-12-31 $1.8M 20k 90.35

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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