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SPDR DJ Wilshire Small Cap Value shares owned by Change Path

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

Historical chart of Change Path 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 Change Path 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 Change Path

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.9M 23k 83.29
2023-09-30 $1.2M 17k 72.37
2023-06-30 $953k 12k 77.21
2023-03-31 $894k 12k 76.21
2022-12-31 $845k 11k 74.21

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Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Total Usd (IUSB)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
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Ishares Tr Msci Usa Qlt Fct (QUAL)
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Ishares Tr Mbs Etf (MBB)
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Microsoft Corporation (MSFT)
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Ishares Tr U S Equity Factr (LRGF)

View all positions for Change Path

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
Wells Fargo & Company
NorthRock Partners
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