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SPDR DJ Wilshire Small Cap Growth shares owned by Willner & Heller

Quarter-by-quarter ownership of SPDR DJ Wilshire Small Cap Growth (SLYG) shares owned by Willner & Heller from 13F filings

Historical chart of Willner & Heller 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 Willner & Heller 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 Willner & Heller

Quarter filed Position value Share count Share price at filing
2022-12-31 $1.1M 15k 72.24
2022-09-30 $1.0M 15k 68.12
2022-06-30 $1.1M 15k 70.47
2022-03-31 $1.4M 15k 92.82
2021-12-31 $1.3M 15k 87.10

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View all positions for Willner & Heller

Top funds holding SPDR DJ Wilshire Small Cap Growth

Citigroup
Bank of America Corporation
Signature Estate and Investment Advisors
Haverford Trust Company
Stifel Financial
Assetmark
Rodgers & Associates
Benjamin F. Edwards & Company
Townsquare Capital
Savant Capital Management
Tradewinds Capital Management
Redwood Investment Management
Wells Fargo & Company
NorthRock Partners
Financial Advisory Service

View all funds holding SPDR DJ Wilshire Small Cap Growth