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SPDR DJ Wilshire Small Cap Growth shares owned by Dynamic Financial Group

Quarter-by-quarter ownership of SPDR DJ Wilshire Small Cap Growth (SLYG) shares owned by Dynamic Financial Group from 13F filings

Historical chart of Dynamic Financial Group 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 Dynamic Financial Group 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 Dynamic Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.8M 20k 94.31
2025-06-30 $1.7M 19k 88.75
2025-03-31 $1.3M 16k 83.00
2024-12-31 $1.1M 12k 90.35

More positions owned by Dynamic Financial Group

Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Deere & Company (DE)
Verizon Communications (VZ)
Ishares Tr Rus 1000 Val Etf (IWD)
Nuveen Muni Value Fund (NUV)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Series Trust S&P 600 SMCP GRW (SLYG)
Pfizer (PFE)
Ishares Tr Eafe Grwth Etf (EFG)
Apple (AAPL)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Phillips Edison & Co Common Stock (PECO)

View all positions for Dynamic Financial Group

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