Morton Brown Family Wealth »

SPDR DJ Wilshire Small Cap Value shares owned by Morton Brown Family Wealth

Quarter-by-quarter ownership of SPDR DJ Wilshire Small Cap Value (SLYV) shares owned by Morton Brown Family Wealth from 13F filings

Historical chart of Morton Brown Family Wealth 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 Morton Brown Family Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SPDR DJ Wilshire Small Cap Value by Morton Brown Family Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $10M 122k 83.31
2023-09-30 $12M 164k 72.37
2023-06-30 $11M 148k 77.19
2023-03-31 $9.3M 122k 76.18
2022-12-31 $8.0M 108k 74.22
2022-09-30 $7.5M 112k 67.14
2022-06-30 $8.2M 113k 72.41
2022-03-31 $8.9M 108k 82.86
2021-12-31 $8.5M 101k 84.75