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SPDR DJ Wilshire Small Cap Growth shares owned by Synergy Investment Management

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

Historical chart of Synergy Investment 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 Synergy Investment 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 Synergy Investment Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $166k 1.7k 96.64
2025-03-31 $40k 476 83.00
2024-12-31 $17k 188 90.35

More positions owned by Synergy Investment Management

Vanguard S&p MF Closed and MF Open (VOO)
Ishares Core MF Closed and MF Open (IVV)
Vanguard Growth MF Closed and MF Open (VUG)
Ishares U S MF Closed and MF Open (DYNF)
State Street MF Closed and MF Open (SPYV)
State Street MF Closed and MF Open (SPYG)
State Street MF Closed and MF Open (SPTI)
Ishares Core MF Closed and MF Open (IEMG)
Invesco S&p MF Closed and MF Open (SPHQ)
Capital Group MF Closed and MF Open (CGDV)
Ishares A I MF Closed and MF Open (BAI)
State Street MF Closed and MF Open (SPTS)
Invesco S&p MF Closed and MF Open (SPMO)
Global X MF Closed and MF Open (AUSF)
First Trust MF Closed and MF Open (UCON)

View all positions for Synergy Investment Management

Top funds holding SPDR DJ Wilshire Small Cap Growth

LPL Financial
Financial Engines Advisors L.L.C
Bank of America Corporation
Morgan Stanley
Ameriprise Financial
NorthRock Partners
Diversified Enterprises
Everhart Financial Group
Cetera Investment Advisers
WCG Wealth Advisors
Rodgers & Associates
Financial Advisory Service
Convergence Financial
Honkamp Krueger Financial Services
Krilogy Financial

View all funds holding SPDR DJ Wilshire Small Cap Growth