SPDR DJ Wilshire Small Cap Value shares owned by Taylor & Morgan Wealth Management
Quarter-by-quarter ownership of SPDR DJ Wilshire Small Cap Value (SLYV) shares owned by Taylor & Morgan Wealth Management
from 13F filings
Historical chart of Taylor & Morgan 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 Taylor & Morgan Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in SPDR DJ Wilshire Small Cap Value by Taylor & Morgan Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $1.2M | 15k | 82.97 |
2023-12-31 | $1.3M | 16k | 83.31 |
2023-09-30 | $1.1M | 16k | 72.37 |
2023-06-30 | $1.2M | 16k | 77.19 |
2023-03-31 | $1.3M | 17k | 76.18 |
2022-12-31 | $1.3M | 17k | 74.22 |
2022-09-30 | $1.2M | 17k | 67.12 |
2022-06-30 | $1.3M | 17k | 72.42 |
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