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SPDR DJ Wilshire Small Cap Value shares owned by Consolidated Planning Corp

Quarter-by-quarter ownership of SPDR DJ Wilshire Small Cap Value (SLYV) shares owned by Consolidated Planning Corp from 13F filings

Historical chart of Consolidated Planning Corp 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 Consolidated Planning Corp 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 Consolidated Planning Corp

Quarter filed Position value Share count Share price at filing
2026-03-31 $311k 3.3k 94.58

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Top funds holding SPDR DJ Wilshire Small Cap Value

LPL Financial
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Goelzer Investment Management
NorthRock Partners
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Creative Planning
Morningstar Investment Management
WCG Wealth Advisors
Rodgers & Associates
Equitable Holdings
Fragasso
Dean, Jacobson Financial Services
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View all funds holding SPDR DJ Wilshire Small Cap Value