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SPDR DJ Wilshire Small Cap Value shares owned by Carter Financial Group

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

Historical chart of Carter Financial Group 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 Carter Financial Group 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 Carter Financial Group

Quarter filed Position value Share count Share price at filing
2022-03-31 $6.1M 73k 83.33

More positions owned by Carter Financial Group

Berkshire Hathaway Inc Com Cl B Com Cl B (BRK.B)
Invesco Qqq Trust Unit Ser 1 Etf Unit Ser 1 Etf (QQQ)
Dbx Etf Trust Xtrack Msci Eafe Etf Xtrack Msci Eafe Etf (DBEF)
Spdr Series Trust S&p 600 Smcp Val Etf S&p 600 Smcp Val Etf (SLYV)
Amplify Etf Tr Cwp Enhanced Div Etf Cwp Enhanced Div Etf (DIVO)
Apple (AAPL)
Amplify Etf Tr Onlin Retl Etf Onlin Retl Etf (IBUY)
Vanguard Ftse Emr Mkt Etf Ftse Emr Mkt Etf (VWO)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Intl Sceqt Etf Intl Sceqt Etf (SCHC)
Tesla Motors (TSLA)
Aberdeen Standard Invests Etfs Abrdn Bbrg All Comd K1 Etf Abrdn Bbrg All Comd K1 Etf (BCI)
Schwab Strategic Tr Us Reit Etf Us Reit Etf (SCHH)
Amplify Etf Tr Blockchain Ldr Etf Blockchain Ldr Etf (BLOK)
Exxon Mobil Corporation (XOM)

View all positions for Carter Financial Group

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