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Kathleen S. Wright Associates »

SPDR DJ Wilshire Small Cap Value shares owned by Kathleen S. Wright Associates

Quarter-by-quarter ownership of SPDR DJ Wilshire Small Cap Value (SLYV) shares owned by Kathleen S. Wright Associates from 13F filings

Historical chart of Kathleen S. Wright Associates 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 Kathleen S. Wright Associates 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 Kathleen S. Wright Associates

Quarter filed	Position value	Share count	Share price at filing
2024-12-31	$65k	743	87.20
2024-09-30	$65k	743	86.77
2024-06-30	$58k	743	78.26

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Berkshire Hathaway Inc Del Cl B New (BRK.B)

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Ishares Tr 0-3 Mnth Treasry (SGOV)

Vanguard Index Fds Growth Etf (VUG)

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American Express Company (AXP)

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Vanguard Index Fds Total Stk Mkt (VTI)

Ea Series Trust Us Quan Value (QVAL)

Schwab Strategic Tr Intl Eqty Etf (SCHF)

Brookfield Corp Cl A Ltd Vt Sh (BN)

Schwab Strategic Tr Intl Sceqt Etf (SCHC)

View all positions for Kathleen S. Wright Associates

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View all funds holding SPDR DJ Wilshire Small Cap Value

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