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SPDR DJ Wilshire Small Cap Growth shares owned by New England Capital Financial Advisors

Quarter-by-quarter ownership of SPDR DJ Wilshire Small Cap Growth (SLYG) shares owned by New England Capital Financial Advisors from 13F filings

Historical chart of New England Capital Financial 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 New England Capital Financial 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 New England Capital Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.0M 46k 87.23
2023-12-31 $3.6M 43k 83.63
2023-09-30 $3.1M 43k 73.27
2023-06-30 $3.2M 41k 76.96
2023-03-31 $2.9M 39k 73.75
2022-12-31 $2.9M 38k 75.50

More positions owned by New England Capital Financial Advisors

Capital Group Growth Etf Shs Creation Uni (CGGR)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)
Spdr Ser Tr Bloomberg Invt (FLRN)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)

View all positions for New England Capital Financial Advisors

Top funds holding SPDR DJ Wilshire Small Cap Growth

Citigroup
Bank of America Corporation
Haverford Trust Company
Signature Estate and Investment Advisors
Stifel Financial
Benjamin F. Edwards & Company
Rodgers & Associates
Townsquare Capital
Honkamp Krueger Financial Services
Savant Capital Management
Tradewinds Capital Management
Redwood Investment Management
Wells Fargo & Company
Commonwealth Equity Services
Financial Advisory Service

View all funds holding SPDR DJ Wilshire Small Cap Growth