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Summit Wealth Group Llc / Co »

SPDR DJ Wilshire Small Cap Value shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of SPDR DJ Wilshire Small Cap Value (SLYV) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co 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 Summit Wealth Group Llc / Co 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 Summit Wealth Group Llc / Co

Quarter filed	Position value	Share count	Share price at filing
2025-12-31	$2.1M	23k	90.97
2025-09-30	$1.9M	7.3k	256.45
2025-06-30	$2.7M	34k	79.76

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View all positions for Summit Wealth Group Llc / Co

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