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SPDR DJ Wilshire Small Cap Value shares owned by Asset Dedication

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

Historical chart of Asset Dedication 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 Asset Dedication 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 Asset Dedication

Quarter filed Position value Share count Share price at filing
2024-09-30 $12M 143k 86.82
2024-06-30 $11M 146k 78.31
2024-03-31 $12M 149k 82.90
2023-12-31 $13M 157k 83.14
2023-09-30 $12M 166k 72.40
2023-06-30 $13M 170k 77.18
2023-03-31 $13M 172k 76.26
2022-12-31 $13M 175k 74.18
2022-09-30 $12M 177k 67.16
2022-06-30 $14M 189k 72.43
2022-03-31 $16M 195k 82.97
2021-12-31 $20M 230k 84.70
2021-09-30 $19M 231k 81.91
2021-06-30 $20M 238k 85.75
2021-03-31 $17M 203k 81.94
2020-12-31 $16M 240k 66.25
2020-09-30 $12M 229k 50.20
2020-06-30 $9.7M 198k 49.04
2020-03-31 $7.8M 191k 40.81
2019-12-31 $2.6M 40k 65.66
2019-09-30 $1.9M 31k 61.08
2019-06-30 $1.8M 29k 60.51
2019-03-31 $2.4M 40k 60.42
2018-12-31 $3.4M 63k 53.78
2018-09-30 $3.8M 56k 68.27
2018-06-30 $3.2M 49k 66.76
2018-03-31 $2.8M 23k 122.94
2017-12-31 $1.9M 15k 125.75
2017-09-30 $1.8M 14k 126.47
2017-06-30 $1.5M 13k 119.27
2017-03-31 $1.4M 12k 117.66
2016-12-31 $1.6M 13k 119.33
2016-09-30 $1.5M 15k 97.78
2016-06-30 $1.5M 15k 97.78
2016-03-31 $1.5M 15k 97.52
2015-12-31 $1.4M 15k 92.85

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View all positions for Asset Dedication

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