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SPDR DJ Wilshire Small Cap Value shares owned by Berger Financial Group

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

Historical chart of Berger Financial Group 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 Berger Financial Group 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 Berger Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $277k 3.2k 86.82
2024-03-31 $265k 3.2k 82.97
2020-12-31 $1.9M 29k 66.20

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View all positions for Berger Financial Group

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