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SPDR DJ Wilshire Small Cap Value shares owned by Cornerstone Planning

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

Historical chart of Cornerstone Planning 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 Cornerstone Planning 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 Cornerstone Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $252k 2.8k 90.97

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Ishares Tr Ibds Dec28 Etf (IBDT)
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View all positions for Cornerstone Planning

Top funds holding SPDR DJ Wilshire Small Cap Value

LPL Financial
Financial Engines Advisors L.L.C
Cannon Financial Strategists
Goelzer Investment Management
NorthRock Partners
Ameriprise Financial
HighTower Advisors
Creative Planning
Wealth Enhancement Advisory Services
Morningstar Investment Management
WCG Wealth Advisors
Rodgers & Associates
Fragasso
Equitable Holdings
HPM Partners

View all funds holding SPDR DJ Wilshire Small Cap Value