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SPDR DJ Wilshire Small Cap Value shares owned by Rockbridge Investment Management, LCC

Quarter-by-quarter ownership of SPDR DJ Wilshire Small Cap Value (SLYV) shares owned by Rockbridge Investment Management, LCC from 13F filings

Historical chart of Rockbridge Investment Management, LCC 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 Rockbridge Investment Management, LCC 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 Rockbridge Investment Management, LCC

Quarter filed Position value Share count Share price at filing
2023-12-31 $13M 155k 83.31
2021-12-31 $10M 123k 84.72
2021-09-30 $9.5M 116k 81.96
2021-06-30 $9.3M 109k 85.71
2021-03-31 $8.6M 105k 81.99
2020-12-31 $7.0M 106k 66.19
2020-09-30 $5.1M 102k 50.09
2020-06-30 $4.5M 91k 49.12