Moisand Fitzgerald Tamayo »

SPDR DJ Wilshire Small Cap Value shares owned by Moisand Fitzgerald Tamayo

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

Historical chart of Moisand Fitzgerald Tamayo 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 Moisand Fitzgerald Tamayo 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 Moisand Fitzgerald Tamayo

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.6M 19k 82.97
2023-12-31 $1.7M 21k 83.31
2023-09-30 $1.6M 23k 72.37
2023-06-30 $1.9M 25k 77.19
2023-03-31 $2.2M 29k 76.18
2022-12-31 $2.7M 36k 74.22
2022-09-30 $3.3M 49k 67.15
2022-06-30 $4.3M 59k 72.41
2022-03-31 $3.6M 44k 83.33
2021-12-31 $6.1M 72k 84.72
2021-09-30 $6.6M 80k 81.96
2021-06-30 $7.1M 83k 85.71
2021-03-31 $6.9M 84k 81.99
2020-12-31 $7.5M 114k 66.19
2020-09-30 $6.5M 130k 50.09
2020-06-30 $6.4M 130k 49.12
2020-03-31 $5.5M 134k 40.86
2019-12-31 $7.0M 106k 65.71
2019-09-30 $6.7M 109k 61.26
2019-06-30 $6.4M 106k 60.68
2019-03-31 $6.3M 104k 60.30
2018-12-31 $5.3M 98k 53.82
2018-09-30 $5.0M 73k 68.27
2018-06-30 $5.3M 79k 66.80
2018-03-31 $4.9M 40k 123.48
2017-12-31 $4.0M 31k 125.73
2017-09-30 $3.7M 29k 126.39
2017-06-30 $3.4M 29k 119.30
2017-03-31 $3.2M 27k 118.03
2016-12-31 $3.3M 28k 119.00
2016-09-30 $3.1M 29k 107.23
2016-06-30 $2.8M 28k 100.06
2016-03-31 $2.6M 27k 97.54
2015-12-31 $1.9M 20k 92.85

More positions owned by Moisand Fitzgerald Tamayo

Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Schwab Strategic Tr Us Reit Etf (SCHH)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)

View all positions for Moisand Fitzgerald Tamayo

Top funds holding SPDR DJ Wilshire Small Cap Value

Bank of America Corporation
Goelzer Investment Management
HPM Partners
Creative Planning
Commonwealth Equity Services
Redwood Investment Management
Townsquare Capital
NorthRock Partners
Wells Fargo & Company
Trilogy Capital
Evensky & Katz
Nelson, Van Denburg & Campbell Wealth Management
Rodgers & Associates
Dean, Jacobson Financial Services
American Financial Advisors

View all funds holding SPDR DJ Wilshire Small Cap Value