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SPDR DJ Wilshire Small Cap Value shares owned by Oakmont Partners

Quarter-by-quarter ownership of SPDR DJ Wilshire Small Cap Value (SLYV) shares owned by Oakmont Partners from 13F filings

Historical chart of Oakmont Partners 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 Oakmont Partners 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 Oakmont Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.1M 59k 86.82
2024-06-30 $6.0M 77k 78.31
2024-03-31 $7.1M 86k 82.97

More positions owned by Oakmont Partners

Kla Corp Com New (KLAC)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Amazon (AMZN)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
NVIDIA Corporation (NVDA)
Meta Platforms Cl A (META)
Eli Lilly & Co. (LLY)
Costco Wholesale Corporation (COST)
Broadcom (AVGO)
Ishares Tr Russell 2000 Etf (IWM)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)

View all positions for Oakmont Partners

Top funds holding SPDR DJ Wilshire Small Cap Value

Bank of America Corporation
LPL Financial
Financial Engines Advisors L.L.C
Cannon Financial Strategists
Goelzer Investment Management
HPM Partners
Morningstar Investment Services
Financial Planning & Information Services
Wealth Enhancement Advisory Services
Envestnet Asset Management
Creative Planning
Nelson, Van Denburg & Campbell Wealth Management
Wells Fargo & Company
Equitable Holdings
Trilogy Capital

View all funds holding SPDR DJ Wilshire Small Cap Value