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SPDR DJ Wilshire Small Cap Growth shares owned by Oak Root

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

Historical chart of Oak Root 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 Oak Root 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 Oak Root

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.0M 22k 93.11
2024-06-30 $1.9M 22k 85.86
2024-03-31 $1.9M 22k 87.23
2023-12-31 $1.5M 18k 83.63

More positions owned by Oak Root

American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Avantis Us Larg (AVLC)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Intl (IDEV)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr U.s. Med Dvc Etf (IHI)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)

View all positions for Oak Root

Top funds holding SPDR DJ Wilshire Small Cap Growth

LPL Financial
Bank of America Corporation
Citigroup
Stifel Financial
Benjamin F. Edwards & Company
Honkamp Krueger Financial Services
Rodgers & Associates
Strategic Financial Concepts
Morgan Stanley
Wells Fargo & Company
Financial Advisory Service
Savant Capital Management
Commonwealth Equity Services
Krilogy Financial
Redwood Investment Management

View all funds holding SPDR DJ Wilshire Small Cap Growth