American Financial & Tax Strategies »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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
2024-09-30 $1.2M 13k 86.82
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)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
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)
Fidelity Covington Trust Msci Rl Est Etf (FREL)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Ishares Tr Morningstar Grwt (ILCG)
Graniteshares Etf Tr Bbg Commd K 1 (COMB)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)

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
Cannon Financial Strategists
Goelzer Investment Management
HPM Partners
Morningstar Investment Services
Financial Planning & Information Services
Wealth Enhancement Advisory Services
Envestnet Asset Management
Creative Planning
Nelson, Van Denburg & Campbell Wealth Management
Wells Fargo & Company
Equitable Holdings
Trilogy Capital

View all funds holding SPDR DJ Wilshire Small Cap Value