Private Advisor »

SPDR DJ Wilshire Small Cap Growth shares owned by Private Advisor

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

Historical chart of Private Advisor 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 Private Advisor consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SPDR DJ Wilshire Small Cap Growth by Private Advisor

Quarter filed Position value Share count Share price at filing
2023-12-31 $12M 144k 83.63
2023-09-30 $11M 147k 73.27
2023-06-30 $12M 150k 77.22
2023-03-31 $10M 138k 73.75
2022-12-31 $408k 132k 3.10
2022-09-30 $5.1M 75k 68.11
2022-06-30 $1.9M 27k 70.52
2022-03-31 $2.4M 26k 92.84
2021-12-31 $2.4M 26k 92.84
2021-09-30 $3.2M 37k 87.12
2021-06-30 $2.8M 31k 88.75
2021-03-31 $2.5M 29k 85.83
2020-12-31 $1.5M 20k 76.38
2020-09-30 $1.1M 18k 58.35
2020-06-30 $5.0M 88k 56.77
2020-03-31 $4.1M 88k 46.18
2019-12-31 $1.1M 17k 64.53
2019-09-30 $1.1M 19k 60.35
2019-06-30 $884k 15k 60.93
2019-03-31 $821k 14k 59.69
2018-12-31 $733k 14k 53.96
2018-09-30 $1.3M 20k 67.49
2018-06-30 $405k 6.4k 63.68
2018-03-31 $422k 1.8k 232.76
2017-12-31 $329k 1.4k 228.95
2017-09-30 $598k 2.6k 230.18
2017-06-30 $529k 2.5k 214.95
2017-03-31 $449k 2.2k 206.63
2016-12-31 $389k 1.9k 209.36
2016-09-30 $387k 2.0k 189.52
2016-06-30 $315k 1.8k 177.66
2016-03-31 $230k 1.3k 172.67
2014-09-30 $12k 72 166.67

More positions owned by Private Advisor

Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Select Sector Spdr Tr Technology (XLK)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Spdr Ser Tr Portfolio Agrgte (SPAB)

View all positions for Private Advisor

Top funds holding SPDR DJ Wilshire Small Cap Growth

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

View all funds holding SPDR DJ Wilshire Small Cap Growth