SPDR DJ Wilshire Small Cap Value shares owned by Meritage Portfolio Management
Quarter-by-quarter ownership of SPDR DJ Wilshire Small Cap Value (SLYV) shares owned by Meritage Portfolio Management
from 13F filings
Historical chart of Meritage Portfolio Management investment in SPDR DJ Wilshire Small Cap Value
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Quarterly reported holdings in SPDR DJ Wilshire Small Cap Value by Meritage Portfolio Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.1M | 25k | 82.96 |
| 2023-12-31 | $2.2M | 26k | 83.32 |
| 2023-09-30 | $1.9M | 26k | 72.36 |
| 2023-06-30 | $2.0M | 27k | 77.20 |
| 2023-03-31 | $1.7M | 22k | 76.16 |
| 2022-12-31 | $1.3M | 17k | 74.23 |
| 2022-09-30 | $1.1M | 17k | 67.16 |
| 2022-06-30 | $1.2M | 17k | 72.43 |
| 2022-03-31 | $740k | 8.9k | 83.34 |
| 2021-12-31 | $951k | 11k | 84.70 |
| 2021-09-30 | $1.0M | 13k | 81.97 |
| 2021-06-30 | $1.1M | 12k | 85.73 |
| 2021-03-31 | $240k | 2.9k | 82.05 |
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