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SPDR DJ Wilshire Small Cap Growth shares owned by Shakespeare Wealth Management

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

Historical chart of Shakespeare Wealth Management 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 Shakespeare Wealth Management 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 Shakespeare Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $14M 155k 93.11
2024-03-31 $11M 130k 87.23
2023-09-30 $9.1M 124k 73.27
2023-06-30 $9.4M 123k 76.96
2023-03-31 $8.6M 117k 73.75
2022-12-31 $8.1M 113k 72.24
2022-09-30 $7.1M 104k 68.12
2022-06-30 $7.0M 98k 71.04
2022-03-31 $7.8M 93k 84.39
2021-12-31 $8.0M 87k 92.82
2021-09-30 $7.2M 82k 88.62
2021-06-30 $7.2M 80k 89.84
2021-03-31 $6.6M 77k 85.84
2020-12-31 $6.6M 86k 76.37
2020-09-30 $5.0M 85k 59.03
2020-06-30 $4.5M 80k 56.78
2020-03-31 $4.8M 104k 46.18
2019-12-31 $1.4M 21k 64.53
2019-09-30 $746k 13k 59.61
2019-06-30 $670k 11k 60.88
2019-03-31 $635k 11k 59.74
2018-12-31 $530k 9.8k 53.97

More positions owned by Shakespeare Wealth Management

Vanguard S&P 500 Value 500 Val Idx Fd (VOOV)
Vanguard S&P 500 Growth 500 Grth Idx F (VOOG)
iShares Core US Agg Bond ETF Core Us Aggbd Et (AGG)
Fidelity Total Bond ETF Total Bd Etf (FBND)
Vanguard Mid Cap Value Mcap Vl Idxvip (VOE)
Vanguard SC Value Sm Cp Val Etf (VBR)
iShares MSCI EAFE Small-Cap Eafe Sml Cp Etf (SCZ)
iShares MSCI EAFE Value Eafe Value Etf (EFV)
iShares MSCI EAFE Growth Eafe Grwth Etf (EFG)
SPDR S&P 400 Mid Cap Growth S&P 400 MDCP GRW (MDYG)
SPDR S&P 600 Small Cap S&P 600 SMCP GRW (SLYG)
iShares Core MSCI Emerging Markets Core Msci Emkt (IEMG)
Dimensional International Small Value Intl Small Cap V (DISV)
Nasdaq 100 Equal Weight SHS (QQEW)
Schwab Fundamental US Schwab Fdt Us Lg (FNDX)

View all positions for Shakespeare Wealth Management

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