Lehman & Derafelo Financial Resources »

SPDR DJ Wilshire Small Cap shares owned by Lehman & Derafelo Financial Resources

Quarter-by-quarter ownership of SPDR DJ Wilshire Small Cap shares owned by Lehman & Derafelo Financial Resources from 13F filings

Historical chart of Lehman & Derafelo Financial Resources 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 Lehman & Derafelo Financial Resources consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SPDR DJ Wilshire Small Cap by Lehman & Derafelo Financial Resources

Quarter filed Position value Share count Share price at filing
2022-12-31 $1.9M 23k 82.21
2022-09-30 $1.7M 23k 75.67
2022-06-30 $1.8M 23k 80.07
2022-03-31 $2.1M 23k 93.61
2021-12-31 $2.2M 23k 99.43
2021-09-30 $2.1M 23k 94.72
2021-06-30 $2.3M 24k 97.76
2021-03-31 $2.2M 24k 93.97
2020-12-31 $1.9M 24k 79.53
2020-09-30 $1.4M 24k 60.88
2020-06-30 $1.4M 24k 59.02
2020-03-31 $1.4M 29k 48.45
2019-12-31 $2.1M 30k 72.44
2019-09-30 $2.0M 30k 67.21
2019-06-30 $2.1M 30k 68.08
2019-03-31 $2.0M 30k 66.66
2018-12-31 $1.7M 28k 59.96

More positions owned by Lehman & Derafelo Financial Resources

Nextera Energy (NEE)
Tidal Etf Tr Leatherback Lng (LBAY)
Nextera Energy Partners Com Unit Part In (NEP)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
Pfizer (PFE)
Fidelity Covington Trust Divid Etf Risi (FDRR)
CVS Caremark Corporation (CVS)
Bank of America Corporation (BAC)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr U.s. Med Dvc Etf (IHI)
Magellan Midstream Prtnrs Com Unit Rp Lp
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Merck & Co (MRK)

View all positions for Lehman & Derafelo Financial Resources

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