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
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Quarterly reported holdings in SPDR DJ Wilshire Small Cap Value by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |
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