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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
2024-03-31 $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

Stryker Corporation (SYK)
Wisdomtree Tr Us Total Dividnd (DTD)
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Ishares Tr Core S&p Mcp Etf (IJH)
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Amazon (AMZN)
First Tr Exch Trd Alphdx Em Sml Cp Alph (FEMS)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Alphabet Cap Stk Cl A (GOOGL)
NVIDIA Corporation (NVDA)
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First Tr Multi Cp Val Alpha Shs Issued Frst (FAB)
Vanguard Index Fds Total Stk Mkt (VTI)
Qualcomm (QCOM)
JPMorgan Chase & Co. (JPM)

View all positions for 626 Financial

Top funds holding SPDR DJ Wilshire Small Cap Value

Bank of America Corporation
Goelzer Investment Management
HPM Partners
Creative Planning
Commonwealth Equity Services
Redwood Investment Management
Townsquare Capital
NorthRock Partners
Wells Fargo & Company
Trilogy Capital
Nelson, Van Denburg & Campbell Wealth Management
Evensky & Katz
Rodgers & Associates
Dean, Jacobson Financial Services
American Financial Advisors

View all funds holding SPDR DJ Wilshire Small Cap Value