SPDR DJ Wilshire Small Cap Value shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of SPDR DJ Wilshire Small Cap Value (SLYV) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial 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 Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in SPDR DJ Wilshire Small Cap Value by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.2M | 60k | 86.82 |
| 2024-06-30 | $3.6M | 45k | 78.31 |
| 2024-03-31 | $4.0M | 48k | 82.97 |
| 2023-12-31 | $4.1M | 50k | 83.31 |
| 2023-09-30 | $3.6M | 50k | 72.37 |
| 2023-06-30 | $3.9M | 51k | 77.19 |
| 2023-03-31 | $3.9M | 51k | 76.18 |
| 2022-12-31 | $3.8M | 51k | 74.22 |
| 2022-09-30 | $3.6M | 53k | 67.14 |
| 2022-06-30 | $4.7M | 65k | 72.41 |
| 2022-03-31 | $4.9M | 59k | 83.34 |
| 2021-12-31 | $1.0M | 12k | 84.72 |
| 2021-09-30 | $947k | 12k | 82.00 |
| 2021-06-30 | $991k | 12k | 85.67 |
| 2021-03-31 | $910k | 11k | 82.02 |
| 2020-12-31 | $841k | 13k | 66.16 |
| 2020-09-30 | $832k | 16k | 50.86 |
| 2020-06-30 | $987k | 21k | 48.16 |
| 2020-03-31 | $2.3M | 59k | 38.02 |
| 2019-12-31 | $2.6M | 40k | 65.60 |
| 2019-09-30 | $2.4M | 38k | 61.25 |
| 2019-06-30 | $2.2M | 37k | 60.68 |
| 2019-03-31 | $2.2M | 37k | 60.30 |
| 2018-12-31 | $51k | 946 | 53.91 |
| 2018-09-30 | $65k | 945 | 68.78 |
| 2018-06-30 | $9.0k | 140 | 64.29 |
| 2017-03-31 | $1.6M | 14k | 118.03 |
| 2016-12-31 | $564k | 4.7k | 118.99 |
More positions owned by Captrust Financial Advisors
View all positions for Captrust Financial Advisors
Top funds holding SPDR DJ Wilshire Small Cap Value
View all funds holding SPDR DJ Wilshire Small Cap Value