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CogentBlue Wealth Advisors »

SPDR DJ Wilshire Small Cap Value shares owned by CogentBlue Wealth Advisors

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

Historical chart of CogentBlue Wealth Advisors 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 CogentBlue Wealth Advisors 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 CogentBlue Wealth Advisors

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$581k	6.6k	88.65
2025-06-30	$537k	6.7k	79.77
2025-03-31	$573k	7.3k	78.40
2024-12-31	$761k	8.7k	87.25

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View all positions for CogentBlue Wealth Advisors

Top funds holding SPDR DJ Wilshire Small Cap Value

LPL Financial

Financial Engines Advisors L.L.C

Cannon Financial Strategists

Goelzer Investment Management

Wealth Enhancement Advisory Services

Morningstar Investment Management

Advisor Group Holdings

Rodgers & Associates

Equitable Holdings

Fragasso

View all funds holding SPDR DJ Wilshire Small Cap Value

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