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SPDR DJ Wilshire Small Cap Value shares owned by Gladstone Institutional Advisory

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

Historical chart of Gladstone Institutional Advisory 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 Gladstone Institutional Advisory 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 Gladstone Institutional Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.0M 36k 83.31
2023-09-30 $2.5M 35k 72.37
2023-06-30 $2.5M 33k 77.19
2023-03-31 $2.5M 33k 76.18
2022-12-31 $2.5M 34k 74.22
2022-09-30 $2.3M 34k 67.14
2022-06-30 $3.0M 41k 72.41
2022-03-31 $3.5M 43k 83.34
2021-12-31 $3.6M 43k 84.73
2021-09-30 $3.1M 38k 81.97
2021-06-30 $3.2M 37k 85.72
2021-03-31 $3.5M 43k 81.98
2020-12-31 $2.9M 44k 66.19
2020-09-30 $2.1M 43k 50.09
2020-06-30 $2.1M 44k 49.12
2020-03-31 $2.7M 67k 40.87
2019-12-31 $3.3M 51k 65.71
2019-09-30 $3.1M 50k 61.27
2019-06-30 $3.9M 49k 80.00
2019-03-31 $2.6M 43k 60.29

More positions owned by Gladstone Institutional Advisory

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Actively Managed Etf Ultra Shrt Dur (GSY)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR)
Amazon (AMZN)
First Tr Exchange-traded Lng Dur Oprtun (LGOV)
JPMorgan Chase & Co. (JPM)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

View all positions for Gladstone Institutional Advisory

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
Evensky & Katz
Trilogy Capital
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