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

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

Historical chart of MAI 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 MAI 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 MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.8M 83k 93.11
2024-06-30 $7.2M 84k 85.86

More positions owned by MAI Wealth Advisors

iShares S&P 500 Index Ez (IVV)
Spdr S&p 500 Etf Trust Ee (SPY)
Apple CS (AAPL)
Microsoft Corp CS (MSFT)
iShares S&P Mid Cap Index Ez (IJH)
iShares S&P Small Cap Index Ez (IJR)
Nvidia Corp CS (NVDA)
Amazon CS (AMZN)
Vanguard FTSE Developed Mkts E Ee (VEA)
Vanguard Dividend Appreciation Ee (VIG)
iShares S&P Barra Value Index Ez (IVE)
iShares Russell 1000 Growth In Ez (IWF)
Invesco Qqq Tr Ser 1 Ee (QQQ)
SPDR S&P Mid Cap 400 ETF Ee (MDY)
iShares Core MSCI EAFE Ez (IEFA)

View all positions for MAI Wealth Advisors

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