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SPDR DJ Wilshire Small Cap shares owned by Advisor

Quarter-by-quarter ownership of SPDR DJ Wilshire Small Cap shares owned by Advisor from 13F filings

Historical chart of Advisor investment in SPDR DJ Wilshire Small Cap

Tip: Access up to 7 years of quarterly data

All positions including SPDR DJ Wilshire Small Cap held by Advisor consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR DJ Wilshire Small Cap by Advisor

Quarter filed Position value Share count Share price at filing
2019-12-31 $9.7M 135k 72.36
2019-09-30 $8.6M 128k 67.20
2019-06-30 $8.0M 119k 67.66
2019-03-31 $8.0M 120k 66.72
2018-12-31 $5.5M 92k 60.10
2018-09-30 $5.7M 75k 75.79
2018-06-30 $3.1M 42k 73.37
2018-03-31 $548k 4.1k 132.23
2017-12-31 $587k 4.3k 136.05
2017-09-30 $340k 2.5k 136.05
2017-06-30 $118k 1.7k 68.03
2017-03-31 $0 1.8k 0.00
2016-12-31 $0 11k 0.00
2016-09-30 $0 12k 0.00
2016-06-30 $182k 1.8k 102.56

More positions owned by Advisor

iShares S&P 500 Index (IVV)
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Ishares Tr usa min vo (USMV)
Apple (AAPL)
Vanguard Europe Pacific ETF (VEA)
Vanguard Total Stock Market ETF (VTI)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
SPDR DJ Wilshire Large Cap Value (SPYV)
iShares S&P 500 Growth Index (IVW)
Invesco Qqq Trust Series 1 (QQQ)
Spdr S&p 500 Etf (SPY)
Ishares Tr cmn (GOVT)
Vanguard Value ETF (VTV)
Vanguard Charlotte Fds intl bd idx etf (BNDX)
Ishares Msci Usa Quality Facto invalid (QUAL)

View all positions for Advisor

Top funds holding SPDR DJ Wilshire Small Cap

Mathes Company
1620 Investment Advisors
Huntington National Bank

View all funds holding SPDR DJ Wilshire Small Cap