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

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

Historical chart of Tradewinds 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 Tradewinds 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 Tradewinds Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $10M 121k 82.97
2023-12-31 $97k 1.2k 83.31
2023-09-30 $84k 1.2k 72.37
2023-06-30 $90k 1.2k 77.19
2023-03-31 $88k 1.2k 76.18
2022-12-31 $86k 1.2k 74.22
2022-09-30 $78k 1.2k 67.24
2022-06-30 $84k 1.2k 72.41
2022-03-31 $109k 1.3k 83.14
2021-12-31 $107k 1.3k 84.85
2021-09-30 $27M 325k 81.96
2021-06-30 $313k 3.7k 85.71
2021-03-31 $25M 304k 81.99
2020-12-31 $12k 175 68.57
2020-09-30 $11k 226 48.67
2020-06-30 $11k 226 48.67
2020-03-31 $9.0k 226 39.82
2019-12-31 $15k 226 66.37
2019-09-30 $14k 226 61.95
2019-06-30 $14k 226 61.95
2019-03-31 $16k 258 62.02
2018-12-31 $18k 331 54.38
2018-09-30 $9.0M 131k 68.27
2018-06-30 $18M 276k 66.79
2018-03-31 $4.0k 36 111.11
2017-12-31 $9.0k 72 125.00
2017-09-30 $10k 82 121.95
2017-06-30 $71k 599 118.53
2017-03-31 $4.4M 37k 118.03
2016-12-31 $3.5M 29k 119.00
2016-09-30 $4.3M 40k 107.23
2016-06-30 $3.8M 38k 100.07
2016-03-31 $2.8M 28k 97.55
2015-12-31 $1.5M 16k 92.88
2015-09-30 $1.4M 15k 94.46
2015-06-30 $776k 7.3k 106.11
2015-03-31 $1.7M 16k 107.12
2014-12-31 $1.6M 15k 105.76
2014-09-30 $1.5M 15k 102.33
2014-06-30 $1.6M 14k 110.21
2014-03-31 $2.9M 27k 108.08
2013-12-31 $3.3M 31k 106.45

More positions owned by Tradewinds Capital Management

Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Select Sector Spdr Tr Financial (XLF)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Msci India Etf (INDA)
Ishares Tr Conv Bd Etf (ICVT)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Pimco Etf Tr Inv Grd Crp Bd (CORP)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)

View all positions for Tradewinds 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