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SPDR DJ Wilshire Small Cap Value shares owned by McAdam

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

Historical chart of McAdam 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 McAdam 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 McAdam

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.5M 62k 88.65
2025-06-30 $5.1M 64k 79.76
2025-03-31 $4.7M 60k 78.40
2024-12-31 $5.2M 60k 87.25
2024-09-30 $5.5M 64k 86.82
2024-06-30 $6.6M 84k 78.31
2024-03-31 $7.1M 86k 82.97
2023-12-31 $7.3M 88k 83.31
2023-09-30 $6.4M 89k 72.37
2023-06-30 $6.9M 90k 77.19
2023-03-31 $6.8M 90k 76.18
2022-12-31 $8.4M 99k 84.72
2022-09-30 $6.7M 99k 67.14
2022-06-30 $7.4M 102k 72.41
2022-03-31 $8.2M 98k 83.33
2021-12-31 $8.4M 99k 84.72
2021-09-30 $8.2M 100k 81.96
2021-06-30 $8.7M 106k 82.63
2021-03-31 $9.0M 109k 81.99
2020-12-31 $8.6M 121k 70.93
2020-09-30 $6.9M 138k 50.09
2020-06-30 $6.5M 131k 49.12
2020-03-31 $4.9M 121k 40.86
2019-12-31 $6.2M 94k 65.71
2019-09-30 $5.4M 88k 61.26
2019-06-30 $4.9M 81k 60.69
2019-03-31 $4.5M 75k 60.29
2018-12-31 $3.8M 71k 53.82
2018-09-30 $3.9M 59k 66.53
2018-06-30 $3.5M 53k 66.78
2018-03-31 $2.8M 23k 123.47
2017-12-31 $1.9M 15k 126.38
2017-09-30 $1.9M 15k 126.38
2017-06-30 $1.6M 13k 119.31
2017-03-31 $1.4M 12k 118.08
2016-12-31 $1.3M 11k 119.03

More positions owned by McAdam

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Fundamental Us L (FNDX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Spdr Series Trust Portfolio Ln Tsr (SPTL)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Sml Cp Grw Etf (VBK)

View all positions for McAdam

Top funds holding SPDR DJ Wilshire Small Cap Value

LPL Financial
Financial Engines Advisors L.L.C
Cannon Financial Strategists
Goelzer Investment Management
NorthRock Partners
Ameriprise Financial
HighTower Advisors
Creative Planning
Morgan Stanley
Wealth Enhancement Advisory Services
Morningstar Investment Management
Advisor Group Holdings
Rodgers & Associates
Equitable Holdings
Fragasso

View all funds holding SPDR DJ Wilshire Small Cap Value