SPDR DJ Wilshire Small Cap Value shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of SPDR DJ Wilshire Small Cap Value (SLYV) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in SPDR DJ Wilshire Small Cap Value
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Quarterly reported holdings in SPDR DJ Wilshire Small Cap Value by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $1.6M | 20k | 79.76 |
| 2025-03-31 | $1.8M | 23k | 78.40 |
| 2024-12-31 | $2.6M | 30k | 87.25 |
| 2024-09-30 | $621k | 7.1k | 86.82 |
| 2024-06-30 | $124k | 1.6k | 78.32 |
| 2024-03-31 | $130k | 1.6k | 82.95 |
| 2023-12-31 | $163k | 2.0k | 83.30 |
| 2023-09-30 | $142k | 2.0k | 72.38 |
| 2022-12-31 | $193k | 2.6k | 74.21 |
| 2022-06-30 | $440k | 6.1k | 72.45 |
| 2022-03-31 | $536k | 6.4k | 83.31 |
| 2021-12-31 | $508k | 6.0k | 84.78 |
| 2021-09-30 | $487k | 9.4k | 51.59 |
| 2021-06-30 | $508k | 5.9k | 85.72 |
| 2021-03-31 | $519k | 6.3k | 81.95 |
| 2020-12-31 | $1.3M | 20k | 66.19 |
| 2020-09-30 | $1.0M | 20k | 50.10 |
| 2020-06-30 | $1.2M | 25k | 49.12 |
| 2020-03-31 | $1.3M | 31k | 40.87 |
| 2019-12-31 | $651k | 9.9k | 65.75 |
| 2019-03-31 | $278k | 4.6k | 60.32 |
| 2018-12-31 | $318k | 5.9k | 53.82 |
| 2018-09-30 | $254k | 3.7k | 68.21 |
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