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SPDR DJ Wilshire Small Cap Value shares owned by Fi3 FINANCIAL ADVISORS

Quarter-by-quarter ownership of SPDR DJ Wilshire Small Cap Value (SLYV) shares owned by Fi3 FINANCIAL ADVISORS from 13F filings

Historical chart of Fi3 FINANCIAL ADVISORS 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 Fi3 FINANCIAL ADVISORS 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 Fi3 FINANCIAL ADVISORS

Quarter filed Position value Share count Share price at filing
2024-09-30 $242k 2.8k 86.82

More positions owned by Fi3 FINANCIAL ADVISORS

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Eli Lilly & Co. (LLY)
Apple (AAPL)
Hillenbrand (HI)
Vanguard Index Fds Small Cp Etf (VB)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Eafe Etf (EFA)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)

View all positions for Fi3 FINANCIAL ADVISORS

Top funds holding SPDR DJ Wilshire Small Cap Value

Bank of America Corporation
LPL Financial
Financial Engines Advisors L.L.C
Cannon Financial Strategists
Goelzer Investment Management
HPM Partners
Morningstar Investment Services
Financial Planning & Information Services
Wealth Enhancement Advisory Services
Envestnet Asset Management
Creative Planning
Nelson, Van Denburg & Campbell Wealth Management
Wells Fargo & Company
Equitable Holdings
Trilogy Capital

View all funds holding SPDR DJ Wilshire Small Cap Value