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SPDR DJ Wilshire Small Cap Value shares owned by New England Capital Financial Advisors

Quarter-by-quarter ownership of SPDR DJ Wilshire Small Cap Value (SLYV) shares owned by New England Capital Financial Advisors from 13F filings

Historical chart of New England Capital 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 New England Capital Financial 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 New England Capital Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.6M 44k 82.97
2023-12-31 $3.3M 40k 83.31
2023-09-30 $2.9M 40k 72.37
2023-06-30 $3.0M 39k 77.19
2023-03-31 $2.8M 37k 76.18
2022-12-31 $2.9M 36k 79.69

More positions owned by New England Capital Financial Advisors

Capital Group Growth Etf Shs Creation Uni (CGGR)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)
Spdr Ser Tr Bloomberg Invt (FLRN)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)

View all positions for New England Capital Financial Advisors

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
Wells Fargo & Company
NorthRock Partners
Trilogy Capital
Nelson, Van Denburg & Campbell Wealth Management
Evensky & Katz
Rodgers & Associates
Dean, Jacobson Financial Services
American Financial Advisors

View all funds holding SPDR DJ Wilshire Small Cap Value