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SPDR DJ Wilshire Small Cap Value shares owned by Invera Wealth Advisors

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

Historical chart of Invera Wealth Advisors 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 Invera Wealth Advisors 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 Invera Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $831k 11k 76.32
2023-12-31 $944k 11k 83.31

More positions owned by Invera Wealth Advisors

Ishares Tr Esg Msci Usa Etf Etf (USXF)
Apple (AAPL)
JPMorgan Chase & Co. (JPM)
Alphabet Inc Class A cs (GOOGL)
Trane Technologies SHS (TT)
Ishares Tr Esg Eafe Etf Etf (DMXF)
Ishares Tr Esg Awre Usd Etf Etf (SUSC)
Nuveen Esg Large-cap Value Etf Etf (NULV)
Ishares Tr Core Msci Eafe Etf (IEFA)
NVIDIA Corporation (NVDA)
Ishares Tr Egsadvncdmsci Em Etf (EMXF)
Ishares Incorporated Core Msci Emkt Etf (IEMG)
Intercontinental Exchange (ICE)
Ishares Tr Esg Aware Msci Etf (ESML)
S&p Global (SPGI)

View all positions for Invera Wealth Advisors

Top funds holding SPDR DJ Wilshire Small Cap Value

Bank of America Corporation
LPL Financial
Financial Engines Advisors L.L.C
Ameriprise Financial
HPM Partners
Goelzer Investment Management
Financial Planning & Information Services
Redwood Investment Management
Creative Planning
Commonwealth Equity Services
Townsquare Capital
Envestnet Asset Management
Wells Fargo & Company
NorthRock Partners
Trilogy Capital

View all funds holding SPDR DJ Wilshire Small Cap Value