SPDR DJ Wilshire Small Cap Value shares owned by Sage Financial
Quarter-by-quarter ownership of SPDR DJ Wilshire Small Cap Value (SLYV) shares owned by Sage Financial
from 13F filings
Historical chart of Sage Financial investment in SPDR DJ Wilshire Small Cap Value
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Quarterly reported holdings in SPDR DJ Wilshire Small Cap Value by Sage Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $14M | 157k | 86.82 |
| 2024-06-30 | $12M | 158k | 78.31 |
| 2024-03-31 | $13M | 162k | 82.97 |
| 2023-12-31 | $13M | 158k | 83.31 |
| 2023-09-30 | $11M | 155k | 72.37 |
| 2023-06-30 | $12M | 153k | 77.19 |
| 2023-03-31 | $11M | 150k | 76.18 |
| 2022-12-31 | $11M | 145k | 74.22 |
| 2022-09-30 | $9.6M | 143k | 67.14 |
| 2022-06-30 | $10M | 142k | 72.41 |
| 2022-03-31 | $12M | 143k | 83.33 |
| 2021-12-31 | $12M | 140k | 84.72 |
| 2021-09-30 | $11M | 134k | 81.96 |
| 2021-06-30 | $11M | 132k | 85.71 |
| 2021-03-31 | $12M | 150k | 81.99 |
| 2020-12-31 | $11M | 164k | 66.19 |
| 2020-09-30 | $7.6M | 152k | 50.09 |
| 2020-06-30 | $6.4M | 131k | 49.12 |
| 2020-03-31 | $5.5M | 134k | 40.86 |
| 2019-12-31 | $9.7M | 148k | 65.71 |
| 2019-09-30 | $9.0M | 146k | 61.26 |
| 2019-06-30 | $8.6M | 142k | 60.68 |
| 2019-03-31 | $8.2M | 135k | 60.30 |
| 2018-12-31 | $7.0M | 131k | 53.82 |
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