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SPDR DJ Wilshire Small Cap Value shares owned by Richardson Capital Management

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

Historical chart of Richardson Capital 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 Richardson Capital Management 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 Richardson Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $23k 264 88.65
2025-06-30 $21k 264 79.76
2025-03-31 $21k 264 78.40
2024-12-31 $23k 264 87.25
2024-09-30 $33k 374 86.82
2024-06-30 $31k 392 78.31
2024-03-31 $31k 374 82.97

More positions owned by Richardson Capital Management

Schwab US Large-Cap ETF Us Lrg Cap Etf (SCHX)
Schwab US Large-Cap Growth ETF Us Lcap Gr Etf (SCHG)
Schwab Fundamental US Large Company ETF Fundamental Us L (FNDX)
Schwab US Dividend Equity ETF Us Dividend Eq (SCHD)
Vanguard 500 ETF S&p 500 Etf Shs (VOO)
iShares Core S&P Mid-Cap ETF Core S&p Mcp Etf (IJH)
NVIDIA Corporation (NVDA)
Schwab US Mid-Cap ETF Us Mid-cap Etf (SCHM)
Matthews EM Discovery Active ETF Emerging Mkt Dis (MEMS)
Schwab 1000 Index ETF 1000 Index Etf (SCHK)
Vanguard High Dividend Yield ETF High Div Yld (VYM)
Invesco QQQ Trust ETF Unit Ser 1 (QQQ)
iShares Russell Mid-Cap Growth ETF Rus Md Cp Gr Etf (IWP)
iShares Core S&P 500 ETF Core S&p500 Etf (IVV)
iShares Russell 1000 Growth ETF Rus 1000 Grw Etf (IWF)

View all positions for Richardson Capital Management

Top funds holding SPDR DJ Wilshire Small Cap Value

LPL Financial
Financial Engines Advisors L.L.C
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Goelzer Investment Management
NorthRock Partners
Ameriprise Financial
HighTower Advisors
Creative Planning
Morgan Stanley
Wealth Enhancement Advisory Services
Morningstar Investment Management
Advisor Group Holdings
Rodgers & Associates
Equitable Holdings
Fragasso

View all funds holding SPDR DJ Wilshire Small Cap Value