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SPDR DJ Wilshire Small Cap Value shares owned by Ballentine Capital Advisors

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

Historical chart of Ballentine Capital Advisors 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 Ballentine Capital Advisors 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 Ballentine Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $238k 2.7k 86.82
2024-06-30 $216k 2.8k 78.31
2024-03-31 $236k 2.9k 81.82
2023-12-31 $216k 2.7k 79.15

More positions owned by Ballentine Capital Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Flexshares Tr Mornstar Usmkt (TILT)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Ishares Tr National Mun Etf (MUB)

View all positions for Ballentine Capital Advisors

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