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SPDR DJ Wilshire Small Cap Growth shares owned by Kingswood Wealth Advisors

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

Historical chart of Kingswood 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 Kingswood 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 Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.2M 34k 94.31
2025-06-30 $2.9M 33k 88.75
2025-03-31 $2.6M 31k 83.00
2024-12-31 $2.7M 29k 90.35

More positions owned by Kingswood Wealth Advisors

Apple Incorporated Common Stock (AAPL)
Spdr S&p 500 Etf Exchange Traded Fund (SPY)
Nvidia Corporation Common Stock (NVDA)
Microsoft Corporation Common Stock (MSFT)
Schwab U.s. Large-cap Growth Etf Exchange Traded Fund (SCHG)
Invesco Qqq Tr Exchange Traded Fund (QQQ)
Amazon Com Incorporated Common Stock (AMZN)
Vanguard Index Funds S&p 500 Etf Exchange Traded Fund (VOO)
Grayscale Bitcoin Trust Etf Exchange Traded Fund (GBTC)
Ishares Tr Core S&p500 Etf Exchange Traded Fund (IVV)
First Trust Preferred Securities And Income Etf Exchange Traded Fund (FPE)
Broadcom Incorporated Common Stock (AVGO)
Vanguard Value Etf Exchange Traded Fund (VTV)
Meta Platforms Incorporated Class A Common Stock (META)
Proshares Ultra S&p500 Exchange Traded Fund (SSO)

View all positions for Kingswood Wealth Advisors

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