SPDR DJ Wilshire Small Cap Value shares owned by Concord Wealth Partners
Quarter-by-quarter ownership of SPDR DJ Wilshire Small Cap Value (SLYV) shares owned by Concord Wealth Partners
from 13F filings
Historical chart of Concord Wealth Partners 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 Concord Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in SPDR DJ Wilshire Small Cap Value by Concord Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $11M | 124k | 86.82 |
| 2024-06-30 | $9.3M | 119k | 78.31 |
| 2024-03-31 | $9.8M | 118k | 82.97 |
| 2023-12-31 | $11M | 127k | 83.31 |
| 2023-09-30 | $9.8M | 136k | 72.37 |
| 2023-06-30 | $9.3M | 120k | 77.19 |
| 2023-03-31 | $6.3M | 83k | 76.18 |
| 2022-12-31 | $4.9M | 65k | 74.22 |
| 2022-09-30 | $3.0M | 45k | 67.13 |
| 2022-06-30 | $2.5M | 34k | 72.41 |
| 2022-03-31 | $2.9M | 35k | 83.32 |
| 2021-12-31 | $3.0M | 35k | 84.72 |
| 2021-09-30 | $1.9M | 23k | 81.94 |
| 2021-06-30 | $2.7M | 32k | 85.71 |
| 2021-03-31 | $2.1M | 26k | 82.00 |
| 2020-12-31 | $219k | 3.3k | 66.22 |
Top funds holding SPDR DJ Wilshire Small Cap Value
View all funds holding SPDR DJ Wilshire Small Cap Value