SPDR DJ Wilshire Small Cap Value shares owned by Patriot Financial Group Insurance Agency
Quarter-by-quarter ownership of SPDR DJ Wilshire Small Cap Value (SLYV) shares owned by Patriot Financial Group Insurance Agency
from 13F filings
Historical chart of Patriot Financial Group Insurance Agency investment in SPDR DJ Wilshire Small Cap Value
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Quarterly reported holdings in SPDR DJ Wilshire Small Cap Value by Patriot Financial Group Insurance Agency
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $208k | 2.5k | 82.96 |
| 2023-12-31 | $267k | 3.2k | 83.31 |
| 2023-09-30 | $243k | 3.4k | 72.37 |
| 2023-06-30 | $219k | 2.8k | 77.19 |
| 2023-03-31 | $321k | 4.2k | 76.18 |
| 2022-12-31 | $345k | 4.7k | 74.22 |
| 2022-09-30 | $332k | 4.9k | 67.12 |
| 2022-06-30 | $355k | 4.9k | 72.40 |
| 2022-03-31 | $395k | 4.7k | 83.40 |
| 2021-12-31 | $365k | 4.3k | 84.73 |
| 2021-09-30 | $355k | 4.3k | 81.93 |
| 2021-06-30 | $215k | 2.5k | 85.62 |
| 2021-03-31 | $31k | 383 | 80.94 |
| 2020-12-31 | $23k | 340 | 67.65 |
| 2020-09-30 | $999 | 17 | 58.82 |
| 2020-06-30 | $999 | 17 | 58.82 |
| 2020-03-31 | $0 | 11 | 0.00 |
| 2019-12-31 | $0 | 7 | 0.00 |
| 2019-09-30 | $0 | 7 | 0.00 |
| 2019-06-30 | $1.0k | 7 | 142.86 |
| 2019-03-31 | $0 | 7 | 0.00 |
| 2018-12-31 | $0 | 7 | 0.00 |
| 2018-09-30 | $1.0k | 7 | 142.86 |
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