Equity Wealth Partners »

SPDR DJ Wilshire Small Cap Value shares owned by Equity Wealth Partners

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

Historical chart of Equity Wealth Partners 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 Equity Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SPDR DJ Wilshire Small Cap Value by Equity Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $309k 3.5k 88.65

More positions owned by Equity Wealth Partners

Vanguard Index Fds Mid Cap Etf (VO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Select Sector Spdr Tr Technology (XLK)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Schwab Strategic Tr Fundamental Us L (FNDX)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Small Cp Etf (VB)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Vanguard Specialized Funds Div App Etf (VIG)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Equity Wealth Partners

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
Morgan Stanley
Wealth Enhancement Advisory Services
Morningstar Investment Management
Advisor Group Holdings
Rodgers & Associates
Equitable Holdings
Fragasso

View all funds holding SPDR DJ Wilshire Small Cap Value