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SPDR DJ Wilshire Small Cap Value shares owned by Sensible Money

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

Historical chart of Sensible Money 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 Sensible Money 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 Sensible Money

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.7M 21k 82.97
2023-12-31 $1.9M 22k 83.31
2023-09-30 $1.6M 22k 72.37
2023-06-30 $1.8M 23k 77.19
2023-03-31 $1.8M 23k 76.18
2022-12-31 $1.7M 24k 74.22

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Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Small Cap V (DISV)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Apple (AAPL)
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Freeport-mcmoran CL B (FCX)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Russell 3000 Etf (IWV)
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Ishares Core Msci Emkt (IEMG)

View all positions for Sensible Money

Top funds holding SPDR DJ Wilshire Small Cap Value

Bank of America Corporation
LPL Financial
Financial Engines Advisors L.L.C
Ameriprise Financial
Cannon Financial Strategists
HPM Partners
Goelzer Investment Management
Financial Planning & Information Services
Wealth Enhancement Advisory Services
Morningstar Investment Services
Creative Planning
Envestnet Asset Management
Townsquare Capital
Wells Fargo & Company
Equitable Holdings

View all funds holding SPDR DJ Wilshire Small Cap Value