SPDR DJ Wilshire Small Cap Value shares owned by Concord Asset Management
Quarter-by-quarter ownership of SPDR DJ Wilshire Small Cap Value (SLYV) shares owned by Concord Asset Management
from 13F filings
Historical chart of Concord Asset Management investment in SPDR DJ Wilshire Small Cap Value
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Quarterly reported holdings in SPDR DJ Wilshire Small Cap Value by Concord Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $11M | 123k | 86.82 |
| 2024-06-30 | $9.0M | 115k | 78.31 |
| 2024-03-31 | $9.2M | 111k | 82.97 |
| 2023-12-31 | $10M | 120k | 83.31 |
| 2023-09-30 | $8.4M | 116k | 72.37 |
| 2023-06-30 | $7.8M | 101k | 77.19 |
| 2023-03-31 | $6.4M | 84k | 76.18 |
| 2022-12-31 | $3.6M | 49k | 74.22 |
| 2022-09-30 | $1.3M | 20k | 67.14 |
| 2022-06-30 | $1.0M | 14k | 72.41 |
| 2022-03-31 | $1.2M | 15k | 83.33 |
| 2021-12-31 | $1.2M | 15k | 84.72 |
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