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

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

Historical chart of Larson 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 Larson 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 Larson Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.8M 44k 86.82
2024-06-30 $3.5M 45k 78.31
2024-03-31 $3.8M 46k 82.97
2023-12-31 $4.0M 48k 83.31
2023-09-30 $3.4M 48k 72.37
2023-06-30 $3.7M 48k 77.19
2023-03-31 $3.7M 49k 76.18
2022-12-31 $3.7M 49k 74.22
2022-09-30 $5.6M 84k 67.14
2022-06-30 $6.3M 87k 72.41
2022-03-31 $7.7M 92k 83.34
2021-12-31 $7.7M 91k 84.72
2021-09-30 $7.7M 94k 81.96
2021-06-30 $8.1M 94k 85.71
2021-03-31 $6.8M 102k 66.19
2020-12-31 $6.8M 102k 66.19
2020-09-30 $6.2M 124k 50.09
2020-06-30 $14M 289k 49.12
2020-03-31 $11M 263k 40.86
2019-12-31 $11M 159k 65.71
2019-09-30 $8.8M 143k 61.26
2019-06-30 $8.6M 141k 60.68
2019-03-31 $6.0M 111k 53.82
2018-12-31 $6.0M 111k 53.82
2018-09-30 $4.3M 64k 68.26
2018-06-30 $4.6M 68k 66.78
2018-03-31 $4.3M 35k 123.48
2017-12-31 $580k 4.6k 125.81

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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Msci Eafe (IEFA)
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First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
First Tr Value Line Divid In SHS (FVD)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for Larson Financial Group

Top funds holding SPDR DJ Wilshire Small Cap Value

Bank of America Corporation
LPL Financial
Financial Engines Advisors L.L.C
Cannon Financial Strategists
Goelzer Investment Management
HPM Partners
Morningstar Investment Services
Financial Planning & Information Services
Wealth Enhancement Advisory Services
Envestnet Asset Management
Creative Planning
Nelson, Van Denburg & Campbell Wealth Management
Wells Fargo & Company
Equitable Holdings
Trilogy Capital

View all funds holding SPDR DJ Wilshire Small Cap Value