SPDR DJ Wilshire Small Cap Value shares owned by Center for Financial Planning
Quarter-by-quarter ownership of SPDR DJ Wilshire Small Cap Value (SLYV) shares owned by Center for Financial Planning
from 13F filings
Historical chart of Center for Financial Planning investment in SPDR DJ Wilshire Small Cap Value
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Quarterly reported holdings in SPDR DJ Wilshire Small Cap Value by Center for Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $234k | 2.7k | 87.25 |
| 2024-09-30 | $232k | 2.7k | 86.82 |
| 2024-06-30 | $209k | 2.7k | 78.31 |
| 2024-03-31 | $221k | 2.7k | 82.97 |
| 2023-12-31 | $222k | 2.7k | 83.31 |
| 2023-09-30 | $160k | 2.2k | 72.37 |
| 2023-06-30 | $171k | 2.2k | 77.19 |
| 2023-03-31 | $169k | 2.2k | 76.18 |
| 2022-12-31 | $165k | 2.2k | 74.22 |
| 2022-09-30 | $156k | 2.3k | 67.27 |
| 2022-06-30 | $161k | 2.2k | 72.62 |
| 2022-03-31 | $185k | 2.2k | 83.45 |
| 2021-12-31 | $188k | 2.2k | 84.80 |
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