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SPDR DJ Wilshire Small Cap Value shares owned by SWMG

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

Historical chart of SWMG 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 SWMG 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 SWMG

Quarter filed Position value Share count Share price at filing
2023-12-31 $293k 3.5k 83.31
2023-09-30 $252k 3.5k 72.37
2023-06-30 $274k 3.5k 77.19
2023-03-31 $285k 3.7k 76.18
2022-12-31 $825k 11k 74.22
2022-09-30 $626k 9.3k 67.15
2022-03-31 $697k 8.4k 83.37
2021-12-31 $696k 8.2k 84.70
2021-09-30 $693k 8.5k 81.91
2021-06-30 $845k 9.9k 85.74

More positions owned by SWMG

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Esg Awr Msci Usa (ESGU)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Mbs Etf (MBB)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for SWMG

Top funds holding SPDR DJ Wilshire Small Cap Value

Bank of America Corporation
Goelzer Investment Management
HPM Partners
Creative Planning
Commonwealth Equity Services
Redwood Investment Management
Townsquare Capital
NorthRock Partners
Wells Fargo & Company
Trilogy Capital
Nelson, Van Denburg & Campbell Wealth Management
Evensky & Katz
Rodgers & Associates
Dean, Jacobson Financial Services
American Financial Advisors

View all funds holding SPDR DJ Wilshire Small Cap Value