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SPDR DJ Wilshire Small Cap Value shares owned by Action Point Financial Planning

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

Historical chart of Action Point Financial Planning 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 Action Point Financial Planning 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 Action Point Financial Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.5M 23k 109.00

More positions owned by Action Point Financial Planning

Spdr Series Trust St Str P500etf (SPYM)
Alphabet Cap Stk Cl C (GOOG)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us Small Cap Etf (DFSV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Pimco Etf Tr Multisector Bd (PYLD)
Schwab Strategic Tr Us Dividend Eq (SCHD)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Dimensional Etf Trust Us High Prof Etf (DUHP)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Action Point Financial Planning

Top funds holding SPDR DJ Wilshire Small Cap Value

LPL Financial
Financial Engines Advisors L.L.C
Cannon Financial Strategists
Bank of America Corporation
NorthRock Partners
Pacific Life Fund Advisors
Morgan Stanley
Ameriprise Financial
Convergence Financial
Goelzer Investment Management
WCG Wealth Advisors
Creative Planning
Rodgers & Associates
Equitable Holdings
Fragasso

View all funds holding SPDR DJ Wilshire Small Cap Value