SPDR DJ Wilshire Small Cap Value shares owned by Betterment
Quarter-by-quarter ownership of SPDR DJ Wilshire Small Cap Value (SLYV) shares owned by Betterment
from 13F filings
Historical chart of Betterment investment in SPDR DJ Wilshire Small Cap Value
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Quarterly reported holdings in SPDR DJ Wilshire Small Cap Value by Betterment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $8.6M | 104k | 83.31 |
| 2023-09-30 | $8.1M | 113k | 72.37 |
| 2023-06-30 | $11M | 147k | 77.19 |
| 2023-03-31 | $12M | 158k | 76.18 |
| 2022-12-31 | $7.8M | 105k | 74.22 |
| 2022-09-30 | $10M | 140k | 72.41 |
| 2022-06-30 | $10M | 140k | 72.41 |
| 2022-03-31 | $6.9M | 83k | 83.33 |
| 2021-12-31 | $6.7M | 79k | 84.72 |
| 2021-09-30 | $9.4M | 115k | 81.96 |
| 2021-06-30 | $8.5M | 99k | 85.71 |
| 2021-03-31 | $10M | 127k | 81.99 |
| 2020-12-31 | $13M | 202k | 66.19 |
| 2020-09-30 | $15M | 292k | 50.09 |
| 2020-06-30 | $16M | 333k | 49.12 |
| 2020-03-31 | $18M | 448k | 40.86 |
| 2019-12-31 | $4.4M | 66k | 65.71 |
| 2019-09-30 | $4.5M | 74k | 60.68 |
| 2019-06-30 | $4.5M | 74k | 60.68 |
| 2019-03-31 | $2.7M | 45k | 60.31 |
| 2018-12-31 | $1.6M | 29k | 53.82 |
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