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SPDR DJ Wilshire Small Cap Value shares owned by Financial Advisory Service

Quarter-by-quarter ownership of SPDR DJ Wilshire Small Cap Value (SLYV) shares owned by Financial Advisory Service from 13F filings

Historical chart of Financial Advisory Service 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 Financial Advisory Service 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 Financial Advisory Service

Quarter filed Position value Share count Share price at filing
2023-12-31 $16M 196k 83.31
2023-09-30 $15M 201k 72.37
2023-06-30 $16M 205k 77.19
2023-03-31 $16M 208k 76.18
2022-12-31 $18M 237k 74.22
2022-09-30 $19M 289k 67.14
2022-06-30 $16M 227k 72.41
2022-03-31 $22M 259k 83.33
2021-12-31 $20M 233k 84.72
2021-09-30 $21M 260k 81.96
2021-06-30 $22M 255k 85.71
2021-03-31 $20M 248k 81.99
2020-12-31 $16M 235k 66.19
2020-09-30 $9.7M 194k 50.09
2020-06-30 $9.5M 193k 49.12
2020-03-31 $7.1M 175k 40.86
2019-12-31 $9.3M 142k 65.71
2019-09-30 $8.4M 137k 61.26
2019-06-30 $8.1M 133k 60.68
2019-03-31 $7.9M 131k 60.30
2018-12-31 $7.4M 138k 53.82
2018-09-30 $6.4M 94k 68.27
2018-06-30 $5.6M 84k 66.79
2018-03-31 $4.9M 40k 123.50
2017-12-31 $4.7M 37k 125.72
2017-09-30 $4.4M 35k 126.37
2017-06-30 $4.0M 34k 119.28
2017-03-31 $3.7M 32k 118.05
2016-12-31 $3.2M 27k 119.01
2016-09-30 $2.6M 24k 107.25
2016-06-30 $1.4M 14k 100.05

More positions owned by Financial Advisory Service

J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Ishares Tr Morningstar Grwt (ILCG)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Ishares Tr Eafe Grwth Etf (EFG)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Apple (AAPL)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Schwab Strategic Tr Us Aggregate B (SCHZ)

View all positions for Financial Advisory Service

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