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SPDR DJ Wilshire Small Cap Value shares owned by Pacific Sun Financial Corp

Quarter-by-quarter ownership of SPDR DJ Wilshire Small Cap Value (SLYV) shares owned by Pacific Sun Financial Corp from 13F filings

Historical chart of Pacific Sun Financial Corp 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 Pacific Sun Financial Corp 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 Pacific Sun Financial Corp

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.2M 26k 86.82
2024-06-30 $2.1M 26k 78.31
2024-03-31 $2.3M 27k 82.97
2023-12-31 $2.3M 28k 83.31
2023-09-30 $2.1M 29k 72.37
2023-06-30 $2.3M 30k 76.18
2022-12-31 $2.2M 30k 74.22
2022-09-30 $2.1M 31k 67.15
2022-06-30 $2.4M 33k 72.40
2022-03-31 $2.8M 33k 83.32
2021-12-31 $2.8M 33k 84.73
2021-09-30 $2.7M 33k 81.97
2020-09-30 $1.9M 38k 50.10
2020-06-30 $1.9M 39k 49.11
2020-03-31 $1.6M 40k 40.85
2019-12-31 $2.4M 37k 65.72
2019-09-30 $2.3M 38k 61.25
2019-06-30 $2.2M 37k 60.67
2018-06-30 $2.2M 32k 68.79
2018-03-31 $2.0M 16k 123.49

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Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr S&P SML 600 GWT (IJT)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
Spdr Ser Tr Aerospace Def (XAR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Invesco Exchange Traded Fd T S&p500 Eql Stp (RSPS)
Invesco Exch Traded Fd Tr Ii S&p Smlcp Helt (PSCH)
Invesco Exchange Traded Fd T S&p500 Eql Mat (RSPM)
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)

View all positions for Pacific Sun Financial Corp

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