OneAscent Family Office »

SPDR DJ Wilshire Small Cap Value shares owned by OneAscent Family Office

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

Historical chart of OneAscent Family Office 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 OneAscent Family Office 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 OneAscent Family Office

Quarter filed Position value Share count Share price at filing
2026-03-31 $920k 9.7k 94.58
2025-12-31 $881k 9.7k 90.97
2025-09-30 $857k 9.7k 88.65
2025-06-30 $763k 9.6k 79.71
2025-03-31 $391k 5.0k 78.45

More positions owned by OneAscent Family Office

Unified Ser Tr Oneascent Intl (OAIM)
Unified Ser Tr Oneascent Core P (OACP)
Select Sector Spdr Tr State Street Ene (XLE)
Unified Ser Tr Oneascent Large (OALC)
Ishares Tr Eafe Value Etf (EFV)
NVIDIA Corporation (NVDA)
Unified Ser Tr Oneascent Emgrg (OAEM)
Microsoft Corporation (MSFT)
Ishares Tr Jpmorgan Usd Emg (EMB)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl C (GOOG)
Dimensional Etf Trust Us Core Equity 2 (DFAC)

View all positions for OneAscent Family Office

Top funds holding SPDR DJ Wilshire Small Cap Value

LPL Financial
Financial Engines Advisors L.L.C
Bank of America Corporation
Cannon Financial Strategists
NorthRock Partners
Goelzer Investment Management
Ameriprise Financial
Morgan Stanley
Morningstar Investment Management
WCG Wealth Advisors
Creative Planning
Rodgers & Associates
Fragasso
Equitable Holdings
Dean, Jacobson Financial Services

View all funds holding SPDR DJ Wilshire Small Cap Value