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SPDR DJ Wilshire Small Cap Value shares owned by Future Financial Wealth Managment

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

Historical chart of Future Financial Wealth Managment 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 Future Financial Wealth Managment 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 Future Financial Wealth Managment

Quarter filed Position value Share count Share price at filing
2024-09-30 $15k 170 86.82
2024-03-31 $14k 170 82.97
2022-03-31 $19k 230 82.61
2021-12-31 $20k 230 86.96

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Vanguard S&p 500 Etf Etf (VOO)
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Schwab Us Dividend Equity Etf Etf (SCHD)
Ishares Russell Top 200 Growth Etf Etf (IWY)
Procter And Gamble Stock (PG)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Vaneck Vectors MS Wide Moat Etf (MOAT)
T. Rowe Price U.s. Equity Research Etf Etf (TSPA)
Ishares Currency Hedged Msci Eafe Etf Etf (HEFA)
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Janus Detroit Street Trust Janus Henderson Aaa Clo Etf Etf (JAAA)
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG)
Apple Stock (AAPL)
Technology Select Sector Spdr Fund Etf (XLK)
Jpmorgan Ultra-short Income Etf Etf (JPST)

View all positions for Future Financial Wealth Managment

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
Envestnet Asset Management
Creative Planning
Nelson, Van Denburg & Campbell Wealth Management
Wells Fargo & Company
Trilogy Capital
Evensky & Katz
Commonwealth Equity Services

View all funds holding SPDR DJ Wilshire Small Cap Value