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

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

Historical chart of Octavia 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 Octavia 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 Octavia Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.6M 19k 87.23
2023-12-31 $15M 177k 83.63
2023-09-30 $13M 171k 73.27
2023-06-30 $13M 163k 76.96
2023-03-31 $11M 151k 73.75
2022-12-31 $8.9M 123k 72.24
2022-09-30 $7.7M 113k 68.12
2022-06-30 $8.3M 119k 69.83
2022-03-31 $9.6M 115k 83.83
2021-12-31 $9.9M 107k 92.82
2021-09-30 $8.1M 93k 86.82
2021-06-30 $8.8M 100k 88.77
2021-03-31 $7.5M 87k 85.86
2020-12-31 $4.5M 59k 76.37