SPDR DJ Wilshire Small Cap Value shares owned by BerganKDV Wealth Management
Quarter-by-quarter ownership of SPDR DJ Wilshire Small Cap Value (SLYV) shares owned by BerganKDV Wealth Management
from 13F filings
Historical chart of BerganKDV Wealth Management 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 BerganKDV Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in SPDR DJ Wilshire Small Cap Value by BerganKDV Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $14M | 181k | 77.19 |
| 2023-03-31 | $14M | 179k | 76.18 |
| 2022-12-31 | $13M | 180k | 74.22 |
| 2022-09-30 | $11M | 169k | 67.14 |
| 2022-06-30 | $12M | 166k | 72.41 |
| 2022-03-31 | $13M | 158k | 83.33 |
| 2021-12-31 | $14M | 161k | 84.72 |
| 2021-09-30 | $13M | 161k | 81.96 |
| 2021-06-30 | $13M | 156k | 85.71 |
| 2021-03-31 | $13M | 154k | 81.99 |
| 2020-12-31 | $11M | 172k | 66.19 |
| 2020-09-30 | $8.6M | 171k | 50.09 |
| 2020-06-30 | $8.1M | 165k | 49.12 |
| 2020-03-31 | $5.7M | 140k | 40.86 |
| 2019-12-31 | $6.8M | 103k | 65.71 |
| 2019-09-30 | $6.4M | 104k | 61.26 |
More positions owned by BerganKDV Wealth Management
View all positions for BerganKDV Wealth Management
Top funds holding SPDR DJ Wilshire Small Cap Value
View all funds holding SPDR DJ Wilshire Small Cap Value