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SPDR DJ Wilshire Small Cap Value shares owned by Marotta Asset Management

Quarter-by-quarter ownership of SPDR DJ Wilshire Small Cap Value (SLYV) shares owned by Marotta Asset Management from 13F filings

Historical chart of Marotta Asset Management 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 Marotta Asset Management 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 Marotta Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.3M 40k 83.31
2023-09-30 $2.9M 40k 72.37
2023-06-30 $3.3M 43k 77.19
2022-12-31 $3.0M 41k 74.22
2022-09-30 $2.8M 42k 67.14
2022-06-30 $3.3M 45k 73.25
2022-03-31 $3.6M 43k 83.33
2021-12-31 $3.5M 41k 84.72
2021-09-30 $3.3M 40k 81.96
2021-06-30 $3.2M 37k 86.49
2021-03-31 $2.9M 36k 82.85
2020-12-31 $2.3M 35k 66.19
2020-09-30 $1.8M 36k 50.09
2020-06-30 $2.9M 59k 49.12
2020-03-31 $2.1M 56k 38.03
2019-12-31 $2.9M 47k 62.03