Falcon Wealth Planning »

SPDR DJ Wilshire Small Cap Growth shares owned by Falcon Wealth Planning

Quarter-by-quarter ownership of SPDR DJ Wilshire Small Cap Growth (SLYG) shares owned by Falcon Wealth Planning from 13F filings

Historical chart of Falcon Wealth Planning 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 Falcon Wealth Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SPDR DJ Wilshire Small Cap Growth by Falcon Wealth Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $411k 4.7k 87.24
2023-12-31 $389k 4.6k 83.64
2023-09-30 $341k 4.6k 73.28
2023-06-30 $368k 4.8k 76.97
2023-03-31 $353k 4.8k 73.76
2022-12-31 $346k 4.8k 72.25
2022-09-30 $326k 4.8k 68.12
2022-06-30 $347k 4.9k 70.41
2022-03-31 $435k 5.2k 83.77
2021-12-31 $531k 5.7k 92.78
2021-09-30 $499k 5.7k 87.18
2021-06-30 $578k 6.5k 88.76
2021-03-31 $616k 7.2k 85.90
2020-12-31 $638k 8.3k 76.42