PRW Wealth Management »

SPDR DJ Wilshire Small Cap Value shares owned by PRW Wealth Management

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

Historical chart of PRW Wealth Management 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 PRW Wealth Management 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 PRW Wealth Management

Quarter filed Position value Share count Share price at filing
2023-06-30 $13M 109k 121.36
2023-03-31 $252k 3.4k 74.33
2022-12-31 $17M 139k 123.27
2022-03-31 $4.4M 52k 83.33
2021-12-31 $7.9M 93k 84.72
2021-09-30 $8.0M 97k 81.96
2021-03-31 $8.0M 97k 81.99
2020-12-31 $2.1M 32k 66.19