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SPDR DJ Wilshire Small Cap Value shares owned by Mather Group

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

Historical chart of Mather 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 Mather 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 Mather Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.4M 96k 86.82
2024-06-30 $7.4M 89k 82.97
2024-03-31 $7.6M 91k 83.31
2023-12-31 $7.6M 91k 83.31
2023-09-30 $8.4M 116k 72.37
2023-06-30 $7.6M 99k 77.19
2023-03-31 $7.5M 98k 76.18
2022-12-31 $7.3M 98k 74.22
2022-09-30 $6.6M 98k 67.14
2022-06-30 $6.9M 95k 72.41
2022-03-31 $6.2M 74k 83.33
2021-12-31 $6.5M 77k 84.72
2021-09-30 $6.5M 80k 81.96
2021-06-30 $7.0M 82k 85.71
2021-03-31 $7.1M 87k 81.99
2020-12-31 $6.1M 92k 66.19
2020-09-30 $4.7M 94k 50.09
2020-06-30 $5.0M 103k 49.12
2020-03-31 $4.4M 108k 40.86
2019-12-31 $3.2M 49k 65.71
2019-09-30 $3.1M 51k 61.27
2019-06-30 $3.1M 51k 60.68
2019-03-31 $3.2M 53k 60.30
2018-12-31 $3.0M 56k 53.83

More positions owned by Mather Group

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Ishares Tr Faln Angls Usd (FALN)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for Mather 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