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SPDR DJ Wilshire Small Cap Value shares owned by Moneta Group Investment Advisors

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

Historical chart of Moneta Group Investment Advisors 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 Moneta Group Investment Advisors 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 Moneta Group Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.1M 50k 83.31
2023-09-30 $3.9M 54k 72.37
2023-06-30 $4.2M 54k 77.19
2023-03-31 $4.0M 52k 76.18
2022-12-31 $4.4B 59M 74.22
2022-09-30 $3.7M 55k 67.14
2022-06-30 $4.2M 58k 72.41
2022-03-31 $4.2M 51k 83.33
2021-12-31 $3.9M 46k 84.72
2021-09-30 $3.7M 45k 81.96
2021-06-30 $3.8M 45k 85.71
2021-03-31 $3.8M 47k 81.99
2020-12-31 $3.2M 49k 66.19
2020-09-30 $2.4M 48k 50.09
2020-06-30 $2.1M 44k 49.12
2020-03-31 $1.6M 38k 40.86
2019-12-31 $1.6M 24k 65.71
2019-09-30 $1.4M 24k 61.26
2019-06-30 $1.4M 43k 32.10
2018-06-30 $26k 380 68.42
2018-03-31 $23k 190 121.05
2017-12-31 $24k 190 126.32