Portside Wealth Group »

SPDR DJ Wilshire Small Cap Value shares owned by Portside Wealth Group

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

Historical chart of Portside Wealth 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 Portside Wealth Group 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 Portside Wealth Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $471k 5.4k 86.82
2024-06-30 $426k 5.4k 78.31
2024-03-31 $2.3M 28k 82.97
2023-12-31 $2.1M 26k 83.31
2023-09-30 $1.7M 24k 72.35
2023-06-30 $1.8M 23k 77.19

More positions owned by Portside Wealth Group

Amazon (AMZN)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Microsoft Corporation (MSFT)
Apple (AAPL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Visa Com Cl A (V)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Oracle Corporation (ORCL)
Alphabet Cap Stk Cl C (GOOG)
Servicenow (NOW)
NVIDIA Corporation (NVDA)
Netflix (NFLX)
Mastercard Incorporated Cl A (MA)
Adobe Systems Incorporated (ADBE)

View all positions for Portside Wealth Group

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