Bogart Wealth »

SPDR DJ Wilshire Small Cap Value shares owned by Bogart Wealth

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

Historical chart of Bogart 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 Bogart Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SPDR DJ Wilshire Small Cap Value by Bogart Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $166k 2.0k 82.98
2023-12-31 $167k 2.0k 83.32
2023-09-30 $138k 1.9k 72.38
2023-06-30 $77k 1.0k 77.21
2023-03-31 $31k 401 76.22
2022-12-31 $217k 2.9k 74.22
2022-09-30 $196k 2.9k 67.03

More positions owned by Bogart Wealth

Exxon Mobil Corp Stock (XOM)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Total Bond Market Etf Etf (BND)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares Msci Intl Quality Factor Etf Etf (IQLT)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Msci Acwi Etf Etf (ACWI)
Vanguard Total International Stock Etf Etf (VXUS)
Victoryshares Core Intermediate Bond Etf Etf (UITB)
Ishares Core Dividend Growth Etf Etf (DGRO)
Jpmorgan International Research Enhanced Equity Etf Jpmorgan International Etf (JIRE)
Invesco S&p Midcap Quality Etf Etf (XMHQ)
Jpmorgan Core Plus Bond Etf Jpmorgan Core Plus Bond Fund Etf (JCPB)
Pacer Us Small Cap Cash Cows 100 Etf Etf (CALF)
Janus Detroit Street Trust Janus Henderson Aaa Clo Etf Etf (JAAA)

View all positions for Bogart 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
NorthRock Partners
Wells Fargo & Company
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