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SPDR DJ Wilshire Small Cap Value shares owned by BIP Wealth

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

Historical chart of BIP Wealth 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 BIP Wealth 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 BIP Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $8.3M 100k 82.97
2023-12-31 $8.1M 97k 83.31
2023-09-30 $6.9M 95k 72.37
2023-06-30 $8.0M 103k 77.19
2023-03-31 $6.7M 89k 75.80

More positions owned by BIP Wealth

Wisdomtree Floating Rate Uie (USFR)
Spdr S&p 500 Etf Uie (SPY)
Ishares Tr TRS FLT RT BD (TFLO)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Msci Eafe Etf Uie (EFA)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Spdr S&p 500 Value Etf Uie (SPYV)
Vanguard Ftse All World Uie (VEU)
Ishares Russell 2000 Uie (IWM)
Spdr Ser Tr Portfolio Short (SPSB)
Spdr Ssga Ultra Short Uie (ULST)
Spdr Portfolio S P 1500 Uie (SPTM)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Wisdomtree Intl Smallcp Uie (DLS)

View all positions for BIP Wealth

Top funds holding SPDR DJ Wilshire Small Cap Value

Bank of America Corporation
Goelzer Investment Management
HPM Partners
Creative Planning
Commonwealth Equity Services
Redwood Investment Management
Townsquare Capital
Wells Fargo & Company
NorthRock Partners
Trilogy Capital
Nelson, Van Denburg & Campbell Wealth Management
Evensky & Katz
Rodgers & Associates
Dean, Jacobson Financial Services
American Financial Advisors

View all funds holding SPDR DJ Wilshire Small Cap Value