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SPDR DJ Wilshire Small Cap Value shares owned by Glassman Wealth Services

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

Historical chart of Glassman Wealth Services 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 Glassman Wealth Services 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 Glassman Wealth Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $28k 323 86.82
2024-06-30 $112k 1.4k 78.33
2021-12-31 $21k 246 85.37

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Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
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Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
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View all positions for Glassman Wealth Services

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