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SPDR DJ Wilshire Small Cap Value shares owned by Drive Wealth Management

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

Historical chart of Drive Wealth Management 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 Drive Wealth Management 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 Drive Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $377k 4.5k 83.31
2023-09-30 $529k 7.3k 72.37
2023-06-30 $663k 8.6k 77.18
2023-03-31 $765k 10k 76.18
2022-12-31 $752k 10k 74.22

More positions owned by Drive Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Blackrock Ultra (ICSH)
Ishares Tr Short Treas Bd (SHV)
Invesco Actively Managed Etf Ultra Shrt Dur (GSY)
Vanguard Index Fds Mid Cap Etf (VO)
Fs Kkr Capital Corp (FSK)
Vanguard Index Fds Total Stk Mkt (VTI)
Ncino (NCNO)
Amazon (AMZN)

View all positions for Drive Wealth Management

Top funds holding SPDR DJ Wilshire Small Cap Value

Bank of America Corporation
Goelzer Investment Management
HPM Partners
Creative Planning
Commonwealth Equity Services
Redwood Investment Management
Townsquare Capital
NorthRock Partners
Wells Fargo & Company
Trilogy Capital
Evensky & Katz
Nelson, Van Denburg & Campbell Wealth Management
Rodgers & Associates
Dean, Jacobson Financial Services
American Financial Advisors

View all funds holding SPDR DJ Wilshire Small Cap Value