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SPDR DJ Wilshire Small Cap Value shares owned by Addis & Hill

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

Historical chart of Addis & Hill investment in SPDR DJ Wilshire Small Cap Value

Jan 2024Mar 2024May 2024Jul 2024Sep 2024Nov 2024Jan 2025Mar 2025440k460k480k5460548055005520
Value ($)Share countHistorical SLYV position of Addis & Hill Source: stockzoa.comValue ($)Share count

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All positions including SPDR DJ Wilshire Small Cap Value held by Addis & Hill 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 Addis & Hill

Quarter filed Position value Share count Share price at filing
2025-03-31 $427k 5.5k 78.39
2024-12-31 $476k 5.5k 87.34
2024-09-30 $473k 5.5k 86.79
2024-06-30 $425k 5.5k 77.98
2024-03-31 $445k 5.5k 80.54
2023-12-31 $436k 5.5k 78.91

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Ishares Tr Core Us Aggbd Et (AGG)
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Energy Transfer Com Ut Ltd Ptn (ET)
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Enterprise Products Partners (EPD)

View all positions for Addis & Hill

Top funds holding SPDR DJ Wilshire Small Cap Value

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Financial Engines Advisors L.L.C
Cannon Financial Strategists
HPM Partners
Goelzer Investment Management
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Ameriprise Financial
Wealth Enhancement Advisory Services
Creative Planning
Envestnet Asset Management
Wells Fargo & Company
Trilogy Capital
Morgan Stanley
Commonwealth Equity Services

View all funds holding SPDR DJ Wilshire Small Cap Value