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SPDR DJ Wilshire Small Cap shares owned by Newport Wealth Strategies

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

Historical chart of Newport Wealth Strategies 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 Newport Wealth Strategies 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 Newport Wealth Strategies

Quarter filed Position value Share count Share price at filing
2021-09-30 $430k 4.5k 94.76
2021-06-30 $444k 4.5k 97.84
2021-03-31 $426k 4.5k 93.87
2020-12-31 $276k 4.5k 60.82
2020-09-30 $280k 4.5k 61.70
2020-06-30 $327k 5.5k 59.05
2020-03-31 $287k 5.5k 51.82
2019-12-31 $729k 10k 72.04
2019-09-30 $680k 10k 67.19
2019-06-30 $677k 10k 66.90
2019-03-31 $634k 9.4k 67.52
2018-12-31 $592k 9.4k 63.05
2018-09-30 $664k 9.8k 67.55
2018-06-30 $624k 8.6k 72.31
2018-03-31 $1.0M 7.7k 132.94
2017-12-31 $1.0M 7.7k 136.33

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View all positions for Newport Wealth Strategies

Top funds holding SPDR DJ Wilshire Small Cap

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