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SPDR DJ Wilshire Small Cap Value shares owned by MB Generational Wealth

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

Historical chart of MB Generational Wealth 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 MB Generational Wealth 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 MB Generational Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $558k 6.4k 86.82
2024-03-31 $38k 10k 3.66

More positions owned by MB Generational Wealth

American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 100 Etf (OEF)
Dimensional Etf Trust Intl Small Cap V (DISV)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Dimensional Etf Trust Intl High Profit (DIHP)
American Centy Etf Tr Emerging Mkt Val (AVES)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Ishares Tr Mrning Sm Cp Etf (ISCV)

View all positions for MB Generational Wealth

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