SPDR DJ Wilshire Small Cap Value shares owned by FirstPurpose Wealth
Quarter-by-quarter ownership of SPDR DJ Wilshire Small Cap Value (SLYV) shares owned by FirstPurpose Wealth
from 13F filings
Historical chart of FirstPurpose Wealth 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 FirstPurpose Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in SPDR DJ Wilshire Small Cap Value by FirstPurpose Wealth
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $426k | 5.4k | 78.64 |
2023-12-31 | $439k | 5.3k | 83.32 |
2023-09-30 | $339k | 4.7k | 72.37 |
2023-06-30 | $354k | 4.6k | 77.19 |
2023-03-31 | $294k | 3.9k | 76.17 |
2022-12-31 | $258k | 3.5k | 74.23 |
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