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SPDR DJ Wilshire Small Cap Value shares owned by American Financial & Tax Strategies

Quarter-by-quarter ownership of SPDR DJ Wilshire Small Cap Value (SLYV) shares owned by American Financial & Tax Strategies from 13F filings

Historical chart of American Financial & Tax Strategies 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 American Financial & Tax Strategies 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 American Financial & Tax Strategies

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.0M 13k 78.31
2024-03-31 $1.1M 13k 82.97
2023-12-31 $1.1M 13k 83.31

More positions owned by American Financial & Tax Strategies

Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Wisdomtree Tr Em Ex St-owned (XSOE)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Fidelity Covington Trust Msci Rl Est Etf (FREL)
Wisdomtree Tr Us Hgh Yld Corp (WFHY)
Ishares Tr Morningstar Grwt (ILCG)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Graniteshares Etf Tr Bbg Commd K 1 (COMB)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)

View all positions for American Financial & Tax Strategies

Top funds holding SPDR DJ Wilshire Small Cap Value

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

View all funds holding SPDR DJ Wilshire Small Cap Value