SPDR DJ Wilshire Small Cap Growth shares owned by Walled Lake Planning & Wealth Management
Quarter-by-quarter ownership of SPDR DJ Wilshire Small Cap Growth (SLYG) shares owned by Walled Lake Planning & Wealth Management
from 13F filings
Historical chart of Walled Lake Planning & Wealth Management investment in SPDR DJ Wilshire Small Cap Growth
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Quarterly reported holdings in SPDR DJ Wilshire Small Cap Growth by Walled Lake Planning & Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $496k | 5.3k | 94.31 |
| 2025-06-30 | $442k | 5.0k | 88.75 |
| 2025-03-31 | $485k | 5.8k | 83.00 |
| 2024-12-31 | $511k | 5.7k | 90.35 |
| 2024-09-30 | $494k | 5.3k | 93.12 |
| 2024-06-30 | $432k | 5.0k | 85.86 |
| 2024-03-31 | $350k | 4.0k | 87.23 |
| 2023-09-30 | $237k | 3.2k | 73.26 |
| 2023-06-30 | $240k | 3.1k | 76.95 |
| 2021-12-31 | $288k | 3.1k | 92.93 |
| 2021-09-30 | $80k | 918 | 87.15 |
| 2021-06-30 | $59k | 668 | 88.32 |
| 2021-03-31 | $54k | 629 | 85.85 |
| 2020-12-31 | $45k | 595 | 75.63 |
| 2020-09-30 | $30k | 507 | 59.17 |
| 2020-06-30 | $22k | 380 | 57.89 |
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