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SPDR DJ Wilshire Small Cap Value shares owned by 626 Financial

Quarter-by-quarter ownership of SPDR DJ Wilshire Small Cap Value (SLYV) shares owned by 626 Financial from 13F filings

Historical chart of 626 Financial 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 626 Financial 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 626 Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $257k 3.0k 86.82
2024-06-30 $232k 3.0k 78.31
2024-03-31 $246k 3.0k 82.97
2023-12-31 $247k 3.0k 83.31
2023-09-30 $245k 3.4k 72.37
2023-06-30 $261k 3.4k 77.19
2023-03-31 $258k 3.4k 76.18
2022-12-31 $249k 3.4k 74.22

More positions owned by 626 Financial

Wisdomtree Tr Us Total Dividnd (DTD)
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Ishares Tr Core S&p Mcp Etf (IJH)
First Tr Exch Trd Alphdx Em Sml Cp Alph (FEMS)
Alphabet Cap Stk Cl A (GOOGL)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Vanguard Index Fds Total Stk Mkt (VTI)
First Tr Multi Cp Val Alpha Shs Issued Frst (FAB)
Pacer Fds Tr Pacer Us Small (CALF)
Ishares Tr Msci India Sm Cp (SMIN)

View all positions for 626 Financial

Top funds holding SPDR DJ Wilshire Small Cap Value

Bank of America Corporation
LPL Financial
Financial Engines Advisors L.L.C
Cannon Financial Strategists
Goelzer Investment Management
HPM Partners
Morningstar Investment Services
Financial Planning & Information Services
Wealth Enhancement Advisory Services
Envestnet Asset Management
Creative Planning
Nelson, Van Denburg & Campbell Wealth Management
Wells Fargo & Company
Equitable Holdings
Trilogy Capital

View all funds holding SPDR DJ Wilshire Small Cap Value