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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
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)
iShares Core US Agg Bond ETF Core Us Aggbd Et (AGG)
Vanguard S&P 500 Growth 500 Grth Idx F (VOOG)
Fidelity Total Bond ETF Total Bd Etf (FBND)
Wisdomtree LC Value Intl Equity Fd (DWM)
iShares MSCI EAFE Small-Cap Eafe Sml Cp Etf (SCZ)
Vanguard Mid Cap Value Mcap Vl Idxvip (VOE)
iShares MSCI EAFE Growth Eafe Grwth Etf (EFG)
Vanguard SC Value Sm Cp Val Etf (VBR)
Wisdomtree SC Value Intl Smcap Div (DLS)
iShares Core MSCI Emerging Markets Core Msci Emkt (IEMG)
SPDR S&P 400 Mid Cap S&P 400 MDCP GRW (MDYG)
SPDR S&P 600 Small Cap S&P 600 SMCP GRW (SLYG)
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

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