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SPDR DJ Wilshire Small Cap Value shares owned by Allred Capital Management

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

Historical chart of Allred Capital 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 Allred Capital 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 Allred Capital Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $237k 3.0k 78.31
2024-03-31 $251k 3.0k 82.97
2023-12-31 $312k 3.7k 83.31

More positions owned by Allred Capital Management

Ishares Tr Short Treas Bd (SHV)
Microsoft Corporation (MSFT)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Select Sector Spdr Tr Sbi Healthcare (XLV)
NVIDIA Corporation (NVDA)
Stryker Corporation (SYK)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Msci Usa Min Vol (USMV)
Johnson & Johnson (JNJ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Select Sector Spdr Tr Energy (XLE)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Alphabet Cap Stk Cl A (GOOGL)
Exxon Mobil Corporation (XOM)

View all positions for Allred Capital Management

Top funds holding SPDR DJ Wilshire Small Cap Value

Bank of America Corporation
LPL Financial
Cannon Financial Strategists
Goelzer Investment Management
HPM Partners
Financial Planning & Information Services
Wealth Enhancement Advisory Services
Envestnet Asset Management
Creative Planning
Wells Fargo & Company
Equitable Holdings
Nelson, Van Denburg & Campbell Wealth Management
Trilogy Capital
Evensky & Katz
Commonwealth Equity Services

View all funds holding SPDR DJ Wilshire Small Cap Value