SPDR DJ Wilshire Small Cap Value shares owned by GoalVest Advisory
Quarter-by-quarter ownership of SPDR DJ Wilshire Small Cap Value (SLYV) shares owned by GoalVest Advisory
from 13F filings
Historical chart of GoalVest Advisory investment in SPDR DJ Wilshire Small Cap Value
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Quarterly reported holdings in SPDR DJ Wilshire Small Cap Value by GoalVest Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $55k | 622 | 88.65 |
| 2025-06-30 | $50k | 622 | 79.76 |
| 2025-03-31 | $49k | 622 | 78.40 |
| 2024-12-31 | $89k | 1.0k | 87.25 |
| 2024-09-30 | $88k | 1.0k | 86.82 |
| 2024-06-30 | $80k | 1.0k | 78.31 |
| 2024-03-31 | $84k | 1.0k | 82.97 |
| 2022-06-30 | $14k | 192 | 72.92 |
| 2022-03-31 | $3.1M | 37k | 83.33 |
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