SPDR DJ Wilshire Small Cap Value shares owned by McKinley Carter Wealth Services
Quarter-by-quarter ownership of SPDR DJ Wilshire Small Cap Value (SLYV) shares owned by McKinley Carter Wealth Services
from 13F filings
Historical chart of McKinley Carter Wealth Services investment in SPDR DJ Wilshire Small Cap Value
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Quarterly reported holdings in SPDR DJ Wilshire Small Cap Value by McKinley Carter Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $280k | 3.2k | 86.82 |
| 2024-06-30 | $290k | 3.7k | 78.31 |
| 2024-03-31 | $390k | 4.7k | 82.97 |
| 2023-12-31 | $552k | 6.6k | 83.32 |
| 2023-09-30 | $498k | 6.9k | 72.37 |
| 2023-06-30 | $532k | 6.9k | 77.19 |
| 2023-03-31 | $568k | 7.5k | 76.18 |
| 2022-12-31 | $560k | 7.5k | 74.22 |
| 2022-09-30 | $548k | 8.2k | 67.18 |
| 2022-06-30 | $802k | 11k | 72.43 |
| 2022-03-31 | $940k | 11k | 83.33 |
| 2021-12-31 | $957k | 11k | 84.71 |
| 2021-09-30 | $1.2M | 14k | 81.97 |
| 2021-06-30 | $1.3M | 15k | 85.70 |
| 2021-03-31 | $1.3M | 16k | 82.02 |
| 2020-12-31 | $1.1M | 16k | 66.16 |
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