Calton & Associates »

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

Tip: Access up to 7 years of quarterly data

All positions including SPDR DJ Wilshire Small Cap Value held by Calton & Associates 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 Calton & Associates

Quarter filed Position value Share count Share price at filing
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