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SPDR DJ Wilshire Small Cap Value shares owned by Arnold Financial Planning

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

Historical chart of Arnold Financial Planning 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 Arnold Financial Planning 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 Arnold Financial Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $6.8M 75k 90.97

More positions owned by Arnold Financial Planning

Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr Series Trust State Street Spd (SLYV)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust World Ex Us Core (DFAX)
Apple (AAPL)

View all positions for Arnold Financial Planning

Top funds holding SPDR DJ Wilshire Small Cap Value

LPL Financial
Financial Engines Advisors L.L.C
Cannon Financial Strategists
Goelzer Investment Management
NorthRock Partners
Ameriprise Financial
HighTower Advisors
Creative Planning
Wealth Enhancement Advisory Services
Morningstar Investment Management
WCG Wealth Advisors
Rodgers & Associates
Fragasso
Equitable Holdings
HPM Partners

View all funds holding SPDR DJ Wilshire Small Cap Value