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SPDR DJ Wilshire Small Cap Value shares owned by Accel Wealth Management

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

Historical chart of Accel Wealth Management 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 Accel Wealth Management 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 Accel Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $209k 2.4k 87.25
2024-09-30 $208k 2.4k 86.82
2023-12-31 $347k 4.2k 83.31
2023-09-30 $304k 4.2k 72.37
2023-06-30 $324k 4.2k 77.19

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View all positions for Accel Wealth Management

Top funds holding SPDR DJ Wilshire Small Cap Value

Bank of America Corporation
LPL Financial
Financial Engines Advisors L.L.C
Cannon Financial Strategists
HPM Partners
Goelzer Investment Management
NorthRock Partners
Ameriprise Financial
Financial Planning & Information Services
Wealth Enhancement Advisory Services
Creative Planning
Envestnet Asset Management
Wells Fargo & Company
Trilogy Capital
Morgan Stanley

View all funds holding SPDR DJ Wilshire Small Cap Value