SPDR DJ Wilshire Small Cap Growth shares owned by Sugarloaf Wealth Management
Quarter-by-quarter ownership of SPDR DJ Wilshire Small Cap Growth (SLYG) shares owned by Sugarloaf Wealth Management
from 13F filings
Historical chart of Sugarloaf 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 Sugarloaf Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in SPDR DJ Wilshire Small Cap Growth by Sugarloaf Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.1M | 33k | 93.11 |
| 2024-06-30 | $2.9M | 34k | 85.86 |
| 2024-03-31 | $3.0M | 34k | 87.23 |
| 2023-12-31 | $5.0k | 60 | 83.85 |
| 2023-09-30 | $4.4k | 60 | 73.43 |
| 2023-06-30 | $5.0k | 65 | 77.31 |
| 2023-03-31 | $11k | 149 | 73.77 |
| 2022-12-31 | $22k | 300 | 72.25 |
| 2022-09-30 | $7.7M | 113k | 68.23 |
| 2022-06-30 | $7.8M | 110k | 70.50 |
More positions owned by Sugarloaf Wealth Management
View all positions for Sugarloaf Wealth Management
Top funds holding SPDR DJ Wilshire Small Cap Growth
View all funds holding SPDR DJ Wilshire Small Cap Growth