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SPDR DJ Wilshire Small Cap Value shares owned by Perennial Investment Advisors

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

Historical chart of Perennial Investment Advisors 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 Perennial Investment Advisors 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 Perennial Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $6.8M 94k 72.37
2023-06-30 $7.4M 95k 77.19
2023-03-31 $15M 195k 76.18

More positions owned by Perennial Investment Advisors

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Apple (AAPL)
First Tr Value Line Divid In SHS (FVD)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
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Microsoft Corporation (MSFT)
Amazon (AMZN)
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Select Sector Spdr Tr Energy (XLE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Perennial Investment Advisors

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
NorthRock Partners
Wells Fargo & Company
Trilogy Capital
Evensky & Katz
Nelson, Van Denburg & Campbell Wealth Management
Rodgers & Associates
Dean, Jacobson Financial Services
American Financial Advisors

View all funds holding SPDR DJ Wilshire Small Cap Value