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SPDR DJ Wilshire Small Cap Value shares owned by Carlson Capital Management

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

Historical chart of Carlson Capital 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 Carlson Capital 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 Carlson Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $404k 4.9k 82.97
2023-12-31 $612k 7.3k 83.31
2023-09-30 $534k 7.4k 72.37
2023-06-30 $569k 7.4k 77.19
2023-03-31 $562k 7.4k 76.18
2022-12-31 $557k 7.5k 74.22
2022-09-30 $748k 11k 67.13
2022-06-30 $807k 11k 72.44
2022-03-31 $932k 11k 83.29
2021-12-31 $948k 11k 84.72
2021-09-30 $927k 11k 81.93
2021-06-30 $970k 11k 85.74
2021-03-31 $927k 11k 81.95
2020-12-31 $818k 12k 70.56
2020-09-30 $581k 12k 50.12
2020-06-30 $554k 12k 47.80
2020-03-31 $493k 12k 42.54
2019-12-31 $765k 12k 65.67
2019-09-30 $714k 12k 61.30
2019-06-30 $687k 11k 60.65
2019-03-31 $683k 11k 60.29
2018-12-31 $610k 11k 53.85
2018-09-30 $773k 11k 68.24
2018-06-30 $759k 11k 66.75
2018-03-31 $696k 5.6k 123.56
2017-12-31 $708k 5.6k 125.69
2017-09-30 $712k 5.6k 126.40
2017-06-30 $672k 5.6k 119.30
2017-03-31 $665k 5.6k 118.05
2016-12-31 $670k 5.6k 118.94
2016-09-30 $604k 5.6k 107.23
2016-06-30 $564k 5.6k 100.12
2016-03-31 $549k 5.6k 97.46
2015-12-31 $523k 5.6k 92.85
2015-09-30 $532k 5.6k 94.44
2015-06-30 $598k 5.6k 106.16
2015-03-31 $603k 5.6k 107.05
2014-12-31 $596k 5.6k 105.81
2014-09-30 $576k 5.6k 102.25
2014-06-30 $621k 5.6k 110.24
2014-03-31 $609k 5.6k 108.11
2013-12-31 $650k 6.1k 106.38
2013-09-30 $616k 6.3k 98.14
2013-06-30 $649k 7.3k 88.92

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Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Index Fds Real Estate Etf (VNQ)
UnitedHealth (UNH)

View all positions for Carlson Capital 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
NorthRock Partners
Wells Fargo & Company
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