SPDR DJ Wilshire Small Cap Value shares owned by Wambolt & Associates
Quarter-by-quarter ownership of SPDR DJ Wilshire Small Cap Value (SLYV) shares owned by Wambolt & Associates
from 13F filings
Historical chart of Wambolt & Associates investment in SPDR DJ Wilshire Small Cap Value
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Quarterly reported holdings in SPDR DJ Wilshire Small Cap Value by Wambolt & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $475k | 5.8k | 81.82 |
| 2023-12-31 | $906k | 11k | 83.31 |
| 2023-09-30 | $1.2M | 16k | 71.38 |
| 2023-06-30 | $1.3M | 16k | 77.19 |
| 2023-03-31 | $1.2M | 16k | 76.08 |
| 2022-12-31 | $1.2M | 16k | 74.22 |
| 2022-09-30 | $1.1M | 17k | 67.16 |
| 2022-06-30 | $1.2M | 17k | 72.41 |
| 2022-03-31 | $1.4M | 17k | 84.10 |
| 2021-12-31 | $1.4M | 17k | 84.70 |
| 2021-09-30 | $1.4M | 17k | 83.68 |
| 2021-06-30 | $1.4M | 16k | 86.51 |
| 2021-03-31 | $1.2M | 15k | 82.84 |
| 2020-12-31 | $943k | 14k | 66.18 |
| 2020-09-30 | $729k | 15k | 50.10 |
| 2020-06-30 | $776k | 16k | 49.13 |
| 2020-03-31 | $675k | 17k | 40.89 |
| 2019-12-31 | $1.1M | 17k | 65.70 |
| 2019-09-30 | $920k | 15k | 61.26 |
| 2019-06-30 | $959k | 16k | 60.71 |
| 2019-03-31 | $854k | 14k | 61.37 |
| 2018-12-31 | $569k | 11k | 53.84 |
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