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SPDR DJ Wilshire Small Cap Value shares owned by Carlson Capital Management

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

Historical chart of Carlson Capital Management investment in SPDR DJ Wilshire Small Cap Value

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All positions including SPDR DJ Wilshire Small Cap Value held by Carlson Capital Management 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 Carlson Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $423k 4.9k 86.82
2024-06-30 $381k 4.9k 78.31
2024-03-31 $404k 4.9k 82.97
2023-12-31 $612k 7.3k 83.31
2023-09-30 $534k 7.4k 72.37
2023-06-30 $569k 7.4k 77.19
2023-03-31 $562k 7.4k 76.18
2022-12-31 $557k 7.5k 74.22
2022-09-30 $748k 11k 67.13
2022-06-30 $807k 11k 72.44
2022-03-31 $932k 11k 83.29
2021-12-31 $948k 11k 84.72
2021-09-30 $927k 11k 81.93
2021-06-30 $970k 11k 85.74
2021-03-31 $927k 11k 81.95
2020-12-31 $818k 12k 70.56
2020-09-30 $581k 12k 50.12
2020-06-30 $554k 12k 47.80
2020-03-31 $493k 12k 42.54
2019-12-31 $765k 12k 65.67
2019-09-30 $714k 12k 61.30
2019-06-30 $687k 11k 60.65
2019-03-31 $683k 11k 60.29
2018-12-31 $610k 11k 53.85
2018-09-30 $773k 11k 68.24
2018-06-30 $759k 11k 66.75
2018-03-31 $696k 5.6k 123.56
2017-12-31 $708k 5.6k 125.69
2017-09-30 $712k 5.6k 126.40
2017-06-30 $672k 5.6k 119.30
2017-03-31 $665k 5.6k 118.05
2016-12-31 $670k 5.6k 118.94
2016-09-30 $604k 5.6k 107.23
2016-06-30 $564k 5.6k 100.12
2016-03-31 $549k 5.6k 97.46
2015-12-31 $523k 5.6k 92.85
2015-09-30 $532k 5.6k 94.44
2015-06-30 $598k 5.6k 106.16
2015-03-31 $603k 5.6k 107.05
2014-12-31 $596k 5.6k 105.81
2014-09-30 $576k 5.6k 102.25
2014-06-30 $621k 5.6k 110.24
2014-03-31 $609k 5.6k 108.11
2013-12-31 $650k 6.1k 106.38
2013-09-30 $616k 6.3k 98.14
2013-06-30 $649k 7.3k 88.92

More positions owned by Carlson Capital Management

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Pacer Fds Tr Developed Mrkt (ICOW)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
UnitedHealth (UNH)

View all positions for Carlson Capital Management

Top funds holding SPDR DJ Wilshire Small Cap Value

Bank of America Corporation
LPL Financial
Financial Engines Advisors L.L.C
Cannon Financial Strategists
Goelzer Investment Management
HPM Partners
Morningstar Investment Services
Financial Planning & Information Services
Wealth Enhancement Advisory Services
Envestnet Asset Management
Creative Planning
Nelson, Van Denburg & Campbell Wealth Management
Wells Fargo & Company
Equitable Holdings
Trilogy Capital

View all funds holding SPDR DJ Wilshire Small Cap Value