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SPDR DJ Wilshire Small Cap Growth shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of SPDR DJ Wilshire Small Cap Growth (SLYG) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co 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 Summit Wealth Group Llc / Co 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 Summit Wealth Group Llc / Co

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.6M 38k 94.19
2025-06-30 $4.3M 49k 88.75