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SPDR DJ Wilshire Small Cap Value shares owned by Opus Capital Group

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

Historical chart of Opus Capital Group 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 Opus Capital Group 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 Opus Capital Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.6M 20k 82.96
2023-12-31 $1.7M 20k 83.32
2023-09-30 $1.5M 20k 72.39
2023-06-30 $1.7M 22k 77.18
2023-03-31 $3.9M 51k 76.17
2022-12-31 $10M 140k 74.22
2022-09-30 $8.7M 129k 67.14
2022-06-30 $10M 139k 72.41
2022-03-31 $11M 132k 83.33
2021-12-31 $10M 120k 84.72
2021-09-30 $9.6M 117k 81.96
2021-06-30 $10M 119k 85.71
2021-03-31 $10M 123k 81.99
2020-12-31 $8.2M 124k 66.19
2020-09-30 $6.1M 122k 50.09
2020-06-30 $5.9M 120k 49.12
2020-03-31 $4.5M 111k 40.86
2019-12-31 $3.5M 53k 65.72
2019-09-30 $3.2M 52k 61.26
2019-06-30 $3.2M 52k 60.68
2019-03-31 $3.0M 50k 60.30
2018-12-31 $2.7M 49k 53.82

More positions owned by Opus Capital Group

Vanguard S&P 500 ETF S&p 500 Etf Shs (VOO)
Schwab International Equity ETF Intl Eqty Etf (SCHF)
iShares Core S&P Small-Cap ETF Core S&p Scp Etf (IJR)
Vanguard Intermediate-Term Treasury Index Inter Term Treas (VGIT)
Vanguard High Dividend Yield Index Fund High Div Yld (VYM)
Vanguard Short-Term Treasury Index Short Term Treas (VGSH)
Avantis US Large Cap Value ETF Us Large Cap Vlu (AVLV)
iShares Core MSCI EAFE ETF Core Msci Eafe (IEFA)
iShares Russell 1000 Index Russell 1000 (IWB)
Avantis International Small Cap Value ETF Intl Smcp Vlu (AVDV)
iShares 0-3 Month Treasury Bond ETF 0-3 Mnth Treasry (SGOV)
Schwab Fundamental International Large Cap Schwb Fdt Int Lg (FNDF)
Procter & Gamble Company (PG)
Cambria Shareholder Yield ETF Shshld Yield Etf (SYLD)
Vanguard Russell 1000 ETF Vng Rus1000idx (VONE)

View all positions for Opus Capital Group

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