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SPDR DJ Wilshire Small Cap Value shares owned by Envestnet Asset Management

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

Historical chart of Envestnet Asset 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 Envestnet Asset 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 Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $25M 351k 72.36
2023-06-30 $31M 402k 77.19
2023-03-31 $31M 407k 76.18
2022-12-31 $27M 369k 74.22
2022-09-30 $23M 339k 67.14
2022-06-30 $31M 430k 72.41
2022-03-31 $37M 443k 83.33
2021-12-31 $30M 359k 84.72
2021-09-30 $28M 343k 81.96
2021-06-30 $26M 298k 85.71
2021-03-31 $20M 243k 81.99
2020-12-31 $14M 218k 66.19
2020-09-30 $6.0M 120k 50.09
2020-06-30 $6.2M 127k 49.12
2020-03-31 $5.5M 134k 40.86
2019-12-31 $6.9M 105k 65.71
2019-09-30 $305M 5.0M 61.26
2019-06-30 $4.3M 71k 60.68
2019-03-31 $4.5M 74k 60.30
2018-12-31 $7.5M 140k 53.82
2018-09-30 $589k 8.6k 68.27
2017-09-30 $210k 1.7k 126.51
2016-12-31 $1.9M 16k 118.99
2016-06-30 $316k 3.2k 100.13
2016-03-31 $253k 2.6k 97.61
2015-12-31 $211k 2.3k 92.87
2015-09-30 $174k 1.8k 94.31
2014-12-31 $26k 250 104.00
2014-09-30 $1.0k 5 200.00
2014-06-30 $1.0k 5 200.00
2014-03-31 $1.0k 5 200.00

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Total Usd (IUSB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Mbs Etf (MBB)

View all positions for Envestnet Asset 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