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SPDR DJ Wilshire Small Cap Value shares owned by Lutz Financial Services

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

Historical chart of Lutz Financial Services 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 Lutz Financial Services 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 Lutz Financial Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $14M 170k 83.31
2023-09-30 $12M 171k 72.37
2023-06-30 $14M 177k 77.19
2023-03-31 $13M 173k 76.18
2022-12-31 $13M 176k 74.22
2022-09-30 $12M 178k 67.14
2022-06-30 $13M 182k 72.41
2022-03-31 $15M 179k 83.33
2021-12-31 $14M 166k 84.72
2021-09-30 $14M 166k 81.96
2021-06-30 $15M 169k 85.71
2021-03-31 $14M 165k 81.99
2020-12-31 $11M 161k 66.19
2020-09-30 $7.7M 153k 50.09
2020-06-30 $7.5M 152k 49.12
2020-03-31 $2.4M 58k 40.86
2019-12-31 $5.1M 78k 65.70
2019-09-30 $4.3M 70k 61.26
2019-06-30 $3.7M 61k 60.68
2019-03-31 $1.6M 26k 60.30
2018-12-31 $1.1M 21k 53.82