SPDR DJ Wilshire Small Cap Value shares owned by HBK Sorce Advisory
Quarter-by-quarter ownership of SPDR DJ Wilshire Small Cap Value (SLYV) shares owned by HBK Sorce Advisory
from 13F filings
Historical chart of HBK Sorce Advisory investment in SPDR DJ Wilshire Small Cap Value
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Quarterly reported holdings in SPDR DJ Wilshire Small Cap Value by HBK Sorce Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $431k | 4.8k | 89.01 |
| 2025-06-30 | $356k | 4.5k | 79.76 |
| 2025-03-31 | $415k | 5.3k | 78.40 |
| 2024-12-31 | $419k | 4.8k | 87.25 |
| 2024-09-30 | $416k | 4.8k | 86.82 |
| 2024-06-30 | $380k | 4.8k | 78.31 |
| 2024-03-31 | $445k | 5.4k | 82.97 |
| 2023-12-31 | $546k | 6.6k | 83.30 |
| 2023-09-30 | $608k | 8.4k | 72.37 |
| 2023-06-30 | $809k | 11k | 77.19 |
| 2023-03-31 | $6.7M | 58k | 114.27 |
| 2022-12-31 | $4.8M | 64k | 74.22 |
| 2022-09-30 | $2.4M | 36k | 67.13 |
| 2022-06-30 | $2.6M | 36k | 72.41 |
| 2022-03-31 | $2.6M | 31k | 83.34 |
| 2021-12-31 | $2.8M | 33k | 84.73 |
| 2021-09-30 | $2.6M | 32k | 81.97 |
| 2021-06-30 | $2.8M | 33k | 85.70 |
| 2021-03-31 | $2.8M | 34k | 81.98 |
| 2020-12-31 | $3.0M | 45k | 66.20 |
| 2020-09-30 | $2.7M | 54k | 50.08 |
| 2020-06-30 | $5.2M | 105k | 49.12 |
| 2020-03-31 | $5.5M | 134k | 40.86 |
| 2019-12-31 | $10M | 153k | 65.71 |
| 2019-09-30 | $9.4M | 153k | 61.26 |
| 2019-06-30 | $10M | 166k | 60.68 |
| 2019-03-31 | $11M | 174k | 60.30 |
| 2018-12-31 | $9.7M | 180k | 53.82 |
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