SPDR DJ Wilshire Small Cap Value shares owned by Compass Ion Advisors
Quarter-by-quarter ownership of SPDR DJ Wilshire Small Cap Value (SLYV) shares owned by Compass Ion Advisors
from 13F filings
Historical chart of Compass Ion Advisors investment in SPDR DJ Wilshire Small Cap Value
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Quarterly reported holdings in SPDR DJ Wilshire Small Cap Value by Compass Ion Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $9.5M | 115k | 82.97 |
| 2023-12-31 | $10M | 121k | 83.31 |
| 2023-09-30 | $8.6M | 119k | 72.37 |
| 2023-06-30 | $24M | 312k | 77.19 |
| 2023-03-31 | $24M | 316k | 76.18 |
| 2022-12-31 | $21M | 278k | 74.22 |
| 2022-09-30 | $20M | 300k | 67.14 |
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