SPDR DJ Wilshire Small Cap Value shares owned by Calton & Associates
Quarter-by-quarter ownership of SPDR DJ Wilshire Small Cap Value (SLYV) shares owned by Calton & Associates
from 13F filings
Historical chart of Calton & Associates investment in SPDR DJ Wilshire Small Cap Value
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Quarterly reported holdings in SPDR DJ Wilshire Small Cap Value by Calton & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.7M | 53k | 88.65 |
| 2025-06-30 | $3.6M | 46k | 79.76 |
| 2025-03-31 | $595k | 7.4k | 80.37 |
| 2024-12-31 | $3.7M | 43k | 87.25 |
| 2024-09-30 | $763k | 67k | 11.35 |
| 2024-06-30 | $2.9M | 37k | 78.31 |
| 2024-03-31 | $3.1M | 37k | 82.97 |
| 2023-12-31 | $3.1M | 37k | 83.31 |
| 2023-06-30 | $2.8M | 36k | 77.19 |
| 2023-03-31 | $2.8M | 36k | 76.18 |
| 2022-12-31 | $2.6M | 35k | 74.22 |
| 2022-09-30 | $1.8M | 27k | 67.13 |
| 2022-06-30 | $1.9M | 26k | 72.41 |
| 2022-03-31 | $2.1M | 25k | 83.32 |
| 2021-12-31 | $2.1M | 25k | 84.71 |
| 2021-09-30 | $1.9M | 23k | 81.94 |
| 2021-06-30 | $2.0M | 23k | 85.70 |
| 2021-03-31 | $1.6M | 20k | 81.98 |
| 2020-12-31 | $1.3M | 19k | 66.19 |
| 2020-09-30 | $902k | 18k | 50.10 |
| 2020-06-30 | $905k | 18k | 49.14 |
| 2020-03-31 | $906k | 22k | 40.87 |
| 2019-12-31 | $853k | 13k | 65.69 |
| 2019-09-30 | $426k | 7.0k | 61.24 |
| 2019-06-30 | $219k | 3.6k | 60.63 |
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