SPDR DJ Wilshire Small Cap Value shares owned by Sax Wealth Advisors
Quarter-by-quarter ownership of SPDR DJ Wilshire Small Cap Value (SLYV) shares owned by Sax Wealth Advisors
from 13F filings
Historical chart of Sax Wealth Advisors 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 Sax Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in SPDR DJ Wilshire Small Cap Value by Sax Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $202k | 2.3k | 86.81 |
| 2023-09-30 | $219k | 3.0k | 72.36 |
| 2023-06-30 | $234k | 3.0k | 77.18 |
| 2023-03-31 | $231k | 3.0k | 76.17 |
| 2022-12-31 | $225k | 3.0k | 74.21 |
| 2022-09-30 | $203k | 3.0k | 67.04 |
| 2022-06-30 | $219k | 3.0k | 72.33 |
| 2022-03-31 | $252k | 3.0k | 83.22 |
| 2021-12-31 | $257k | 3.0k | 84.87 |
| 2021-09-30 | $248k | 3.0k | 81.90 |
| 2021-06-30 | $259k | 3.0k | 85.79 |
| 2021-03-31 | $247k | 3.0k | 82.06 |
Top funds holding SPDR DJ Wilshire Small Cap Value
View all funds holding SPDR DJ Wilshire Small Cap Value