SPDR DJ Wilshire Small Cap Value shares owned by Kozak & Associates
Quarter-by-quarter ownership of SPDR DJ Wilshire Small Cap Value (SLYV) shares owned by Kozak & Associates
from 13F filings
Historical chart of Kozak & Associates investment in SPDR DJ Wilshire Small Cap Value
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Quarterly reported holdings in SPDR DJ Wilshire Small Cap Value by Kozak & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $10k | 115 | 86.54 |
| 2025-06-30 | $9.6k | 115 | 83.12 |
| 2025-03-31 | $8.8k | 124 | 70.81 |
| 2024-12-31 | $10k | 114 | 87.39 |
| 2024-09-30 | $10k | 113 | 88.10 |
| 2024-06-30 | $8.7k | 112 | 77.90 |
| 2024-03-31 | $9.2k | 111 | 82.67 |
| 2023-12-31 | $8.7k | 111 | 78.51 |
| 2023-09-30 | $7.7k | 110 | 70.23 |
| 2023-06-30 | $8.6k | 110 | 77.90 |
| 2023-03-31 | $8.4k | 110 | 76.25 |
| 2022-12-31 | $8.0k | 110 | 72.73 |
| 2022-09-30 | $8.0k | 110 | 72.73 |
| 2022-06-30 | $8.0k | 110 | 72.73 |
| 2022-03-31 | $9.0k | 111 | 81.08 |
| 2021-12-31 | $9.0k | 111 | 81.08 |
| 2021-09-30 | $10k | 111 | 90.09 |
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