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SPDR DJ Wilshire Small Cap Value shares owned by Red Tortoise

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

Historical chart of Red Tortoise 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 Red Tortoise 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 Red Tortoise

Quarter filed Position value Share count Share price at filing
2023-12-31 $762k 9.1k 83.31
2023-09-30 $628k 8.7k 72.37
2023-06-30 $667k 8.6k 77.19
2023-03-31 $655k 8.6k 76.18
2022-12-31 $636k 8.6k 74.22
2022-06-30 $630k 8.7k 72.39
2022-03-31 $715k 8.6k 83.32
2021-12-31 $800k 9.4k 84.72
2021-09-30 $586k 8.7k 67.18

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Schwab Emerging Markets Equity Etf Etf (SCHE)
Vanguard Long-term Treasury Etf Etf (VGLT)
Schwab U.s. Large-cap Etf Etf (SCHX)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Vanguard Value Etf Etf (VTV)
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Vanguard Ftse Emerging Markets Etf Etf (VWO)
Schwab Fundamental Us Large Co. Index Etf Etf (FNDX)
Schwab Short-term Us Treasury Etf Etf (SCHO)
Ishares Core Dividend Growth Etf Etf (DGRO)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)

View all positions for Red Tortoise

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
Evensky & Katz
Trilogy Capital
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