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SPDR DJ Wilshire Small Cap Growth shares owned by Mosaic Family Wealth Partners

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

Historical chart of Mosaic Family Wealth Partners 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 Mosaic Family Wealth Partners 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 Mosaic Family Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $884k 11k 83.63
2023-09-30 $790k 11k 73.27
2023-06-30 $833k 11k 76.96
2023-03-31 $820k 11k 73.75
2022-12-31 $987k 14k 72.24

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Apple (AAPL)
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Microsoft Corporation (MSFT)
Dimensional Etf Trust Global Real Est (DFGR)
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View all positions for Mosaic Family Wealth Partners

Top funds holding SPDR DJ Wilshire Small Cap Growth

LPL Financial
Citigroup
Bank of America Corporation
Financial Engines Advisors L.L.C
Stifel Financial
Haverford Trust Company
Ameriprise Financial
Benjamin F. Edwards & Company
Rodgers & Associates
Townsquare Capital
Morgan Stanley
Honkamp Krueger Financial Services
Wells Fargo & Company
Savant Capital Management
Tradewinds Capital Management

View all funds holding SPDR DJ Wilshire Small Cap Growth