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SPDR DJ Wilshire Small Cap Value shares owned by CI Private Wealth

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

Historical chart of CI Private Wealth 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 CI Private Wealth 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 CI Private Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $14M 171k 83.31
2023-09-30 $7.7M 107k 72.37
2023-06-30 $8.1M 104k 77.19
2023-03-31 $8.2M 108k 76.18
2022-12-31 $3.6M 49k 74.22

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Costco Wholesale Corporation (COST)
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View all positions for CI Private Wealth

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
Evensky & Katz
Nelson, Van Denburg & Campbell Wealth Management
Rodgers & Associates
Dean, Jacobson Financial Services
American Financial Advisors

View all funds holding SPDR DJ Wilshire Small Cap Value