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SPDR DJ Wilshire Small Cap Value shares owned by Able Wealth Management

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

Historical chart of Able Wealth 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 Able Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR DJ Wilshire Small Cap Value by Able Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $20k 234 83.38

More positions owned by Able Wealth Management

iShares Short Treasury Bond ETF Etf (SHV)
iShares MSCI ACWI ETF Etf (ACWI)
iShares Core S&P 500 ETF Etf (IVV)
iShares Edge MSCI Min Vol USA ETF Etf (USMV)
iShares Core S&P U.S. Value ETF Etf (IUSV)
Fidelity Enhanced Large Cap Core Etf Stock (FELC)
iShares Core S&P U.S. Growth ETF Etf (IUSG)
JPMorgan U.S. Quality Factor ETF Etf (JQUA)
Invesco S&P 100 Equal Weight ETF Etf (EQWL)
iShares Russell 1000 Growth ETF Etf (IWF)
iShares Core S&P Total U.S. Stock Market ETF Etf (ITOT)
Apple Stock (AAPL)
iShares S&P 500 Value ETF Etf (IVE)
Mastercard Incorporated Stock (MA)
Pacer US Cash Cows 100 ETF Etf (COWZ)

View all positions for Able Wealth Management

Top funds holding SPDR DJ Wilshire Small Cap Value

Bank of America Corporation
Goelzer Investment Management
HPM Partners
Creative Planning
Commonwealth Equity Services
Redwood Investment Management
Townsquare Capital
Wells Fargo & Company
NorthRock Partners
Trilogy Capital
Nelson, Van Denburg & Campbell Wealth Management
Evensky & Katz
Rodgers & Associates
Dean, Jacobson Financial Services
American Financial Advisors

View all funds holding SPDR DJ Wilshire Small Cap Value