Shone Asset Management »

SPDR DJ Wilshire Small Cap Value shares owned by Shone Asset Management

Quarter-by-quarter ownership of SPDR DJ Wilshire Small Cap Value (SLYV) shares owned by Shone Asset Management from 13F filings

Historical chart of Shone Asset Management investment in SPDR DJ Wilshire Small Cap Value

Tip: Access up to 7 years of quarterly data

All positions including SPDR DJ Wilshire Small Cap Value held by Shone Asset Management 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 Value by Shone Asset Management

Quarter filed Position value Share count Share price at filing
2020-12-31 $635k 9.7k 65.42
2020-09-30 $535k 9.8k 54.84
2020-06-30 $505k 9.9k 51.04
2020-03-31 $469k 10k 45.71

More positions owned by Shone Asset Management

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Flexshares Tr Intl Qltdv Idx (IQDF)
Flexshares Tr Qualt Divd Idx (QDF)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Flexshares Tr Ready Acc Vari (RAVI)
Ishares Tr Rus 1000 Grw Etf (IWF)
Flexshares Tr Hig Yld Vl Etf (HYGV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Philip Morris International (PM)
American Centy Etf Tr Avantis Emgmkt (AVEM)

View all positions for Shone Asset Management

Top funds holding SPDR DJ Wilshire Small Cap Value

Bank of America Corporation
LPL Financial
Financial Engines Advisors L.L.C
Ameriprise Financial
HPM Partners
Goelzer Investment Management
Financial Planning & Information Services
Redwood Investment Management
Creative Planning
Commonwealth Equity Services
Townsquare Capital
Envestnet Asset Management
Wells Fargo & Company
NorthRock Partners
Trilogy Capital

View all funds holding SPDR DJ Wilshire Small Cap Value