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SPDR DJ Wilshire Small Cap Value shares owned by Advisortrust Partners

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

Historical chart of Advisortrust Partners 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 Advisortrust Partners 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 Advisortrust Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $5.0k 53 94.58

More positions owned by Advisortrust Partners

Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
Ishares Tr Us Telecom Etf (IYZ)
Broadcom (AVGO)
Ishares Tr Msci Emg Mkt Etf (EEM)
Spdr Gold Tr Gold Shs (GLD)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)
Wal-Mart Stores (WMT)
JPMorgan Chase & Co. (JPM)
Apple (AAPL)
Target Corporation (TGT)
PNC Financial Services (PNC)
Merck & Co (MRK)
Amgen (AMGN)
Prologis (PLD)

View all positions for Advisortrust Partners

Top funds holding SPDR DJ Wilshire Small Cap Value

LPL Financial
Financial Engines Advisors L.L.C
Bank of America Corporation
Cannon Financial Strategists
NorthRock Partners
Goelzer Investment Management
Ameriprise Financial
Morgan Stanley
Morningstar Investment Management
WCG Wealth Advisors
Creative Planning
Rodgers & Associates
Fragasso
Equitable Holdings
Dean, Jacobson Financial Services

View all funds holding SPDR DJ Wilshire Small Cap Value