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SPDR DJ Wilshire Small Cap shares owned by Strategic Wealth Advisors

Quarter-by-quarter ownership of SPDR DJ Wilshire Small Cap shares owned by Strategic Wealth Advisors from 13F filings

Historical chart of Strategic Wealth Advisors investment in SPDR DJ Wilshire Small Cap

Tip: Access up to 7 years of quarterly data

All positions including SPDR DJ Wilshire Small Cap held by Strategic Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR DJ Wilshire Small Cap by Strategic Wealth Advisors

Quarter filed Position value Share count Share price at filing
2022-09-30 $6.0M 79k 75.69
2022-06-30 $2.4M 30k 80.76
2022-03-31 $2.5M 27k 93.85
2021-12-31 $2.6M 26k 100.09
2021-09-30 $1.6M 17k 94.77
2021-06-30 $1.6M 16k 97.74
2021-03-31 $1.7M 19k 93.99

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Apple (AAPL)
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Microsoft Corporation (MSFT)
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Amazon (AMZN)
Tesla Motors (TSLA)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Value Line Divid In SHS (FVD)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Invesco Actively Managed Etf Ultra Shrt Dur (GSY)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)

View all positions for Strategic Wealth Advisors

Top funds holding SPDR DJ Wilshire Small Cap

Mathes Company
Huntington National Bank

View all funds holding SPDR DJ Wilshire Small Cap