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SPDR DJ Wilshire Small Cap Value shares owned by Kelly Financial Group

Quarter-by-quarter ownership of SPDR DJ Wilshire Small Cap Value (SLYV) shares owned by Kelly Financial Group from 13F filings

Historical chart of Kelly Financial Group 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 Kelly Financial Group 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 Kelly Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 14k 88.65
2025-06-30 $1.3M 16k 79.76
2025-03-31 $2.4M 31k 78.40
2024-12-31 $3.0M 35k 87.25

More positions owned by Kelly Financial Group

J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
J P Morgan Exchange Traded F Betabuilders I (BBIN)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core Us Aggbd Et (AGG)
J P Morgan Exchange Traded F Activebldrs Emer (JEMA)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
J P Morgan Exchange Traded F Betabuilders Us (BBIB)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Ishares Tr Msci Usa Min Vol (USMV)
Apple (AAPL)
Microsoft Corporation (MSFT)

View all positions for Kelly Financial Group

Top funds holding SPDR DJ Wilshire Small Cap Value

LPL Financial
Financial Engines Advisors L.L.C
Cannon Financial Strategists
Goelzer Investment Management
NorthRock Partners
Ameriprise Financial
HighTower Advisors
Creative Planning
Morgan Stanley
Wealth Enhancement Advisory Services
Morningstar Investment Management
Advisor Group Holdings
Rodgers & Associates
Equitable Holdings
Fragasso

View all funds holding SPDR DJ Wilshire Small Cap Value