SPDR DJ Wilshire Small Cap Value shares owned by LifePlan Financial
Quarter-by-quarter ownership of SPDR DJ Wilshire Small Cap Value (SLYV) shares owned by LifePlan Financial
from 13F filings
Historical chart of LifePlan Financial investment in SPDR DJ Wilshire Small Cap Value
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Quarterly reported holdings in SPDR DJ Wilshire Small Cap Value by LifePlan Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-09-30 | $814k | 16k | 50.07 |
| 2020-06-30 | $796k | 16k | 49.14 |
| 2020-03-31 | $663k | 16k | 40.85 |
| 2019-12-31 | $1.2M | 18k | 65.70 |
| 2019-09-30 | $1.0M | 17k | 61.28 |
| 2019-06-30 | $915k | 15k | 60.67 |
| 2019-03-31 | $540k | 9.0k | 60.27 |
| 2018-12-31 | $361k | 6.7k | 53.82 |
| 2018-09-30 | $385k | 5.6k | 68.27 |
| 2018-06-30 | $289k | 4.3k | 66.90 |
| 2018-03-31 | $207k | 1.7k | 123.21 |
| 2014-03-31 | $79k | 732 | 107.92 |
| 2013-12-31 | $78k | 732 | 106.56 |
| 2013-09-30 | $72k | 732 | 98.36 |
| 2013-06-30 | $65k | 732 | 88.80 |
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