Hrc Wealth Management »

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

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

Historical chart of Hrc 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 Hrc Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SPDR DJ Wilshire Small Cap Growth by Hrc Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.9M 63k 93.11
2024-06-30 $5.3M 61k 85.86
2024-03-31 $4.9M 57k 87.23

More positions owned by Hrc Wealth Management

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Apple (AAPL)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Scp Etf (IJR)
NVIDIA Corporation (NVDA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Boeing Company (BA)
Ishares Tr Eafe Grwth Etf (EFG)

View all positions for Hrc Wealth Management

Top funds holding SPDR DJ Wilshire Small Cap Growth

LPL Financial
Bank of America Corporation
Citigroup
Financial Engines Advisors L.L.C
Townsquare Capital
Stifel Financial
Benjamin F. Edwards & Company
Honkamp Krueger Financial Services
Rodgers & Associates
Benjamin Edwards
Morgan Stanley
Wells Fargo & Company
Savant Capital Management
Financial Advisory Service
Commonwealth Equity Services

View all funds holding SPDR DJ Wilshire Small Cap Growth