SPDR DJ Wilshire Small Cap Value shares owned by Modera Wealth Management
Quarter-by-quarter ownership of SPDR DJ Wilshire Small Cap Value (SLYV) shares owned by Modera Wealth Management
from 13F filings
Historical chart of Modera Wealth Management investment in SPDR DJ Wilshire Small Cap Value
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Quarterly reported holdings in SPDR DJ Wilshire Small Cap Value by Modera Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $4.4M | 53k | 83.31 |
| 2023-09-30 | $296k | 5.6k | 52.49 |
| 2023-06-30 | $4.2M | 54k | 77.19 |
| 2023-03-31 | $4.1M | 54k | 76.18 |
| 2022-12-31 | $4.0M | 54k | 74.22 |
| 2022-09-30 | $3.8M | 57k | 67.13 |
| 2022-06-30 | $4.1M | 57k | 72.41 |
| 2022-03-31 | $4.7M | 57k | 83.32 |
| 2021-12-31 | $4.8M | 57k | 84.71 |
| 2021-09-30 | $4.7M | 57k | 81.96 |
| 2021-06-30 | $4.9M | 58k | 85.70 |
| 2021-03-31 | $4.8M | 58k | 81.99 |
| 2020-12-31 | $4.0M | 61k | 66.18 |
| 2020-09-30 | $3.1M | 63k | 50.09 |
| 2020-06-30 | $3.3M | 67k | 49.12 |
| 2020-03-31 | $3.7M | 90k | 40.86 |
| 2019-12-31 | $5.1M | 78k | 65.70 |
| 2019-09-30 | $4.8M | 79k | 61.26 |
| 2019-06-30 | $5.1M | 84k | 60.68 |
| 2019-03-31 | $4.7M | 78k | 60.30 |
| 2018-12-31 | $4.1M | 76k | 53.82 |
| 2016-09-30 | $201k | 1.9k | 107.03 |
| 2016-06-30 | $230k | 2.3k | 100.04 |
| 2015-12-31 | $914k | 9.8k | 92.91 |
| 2015-09-30 | $295k | 3.1k | 94.58 |
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