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SPDR DJ Wilshire Small Cap Value shares owned by Symphony Financial

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

Historical chart of Symphony Financial 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 Symphony Financial 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 Symphony Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.0M 102k 88.60
2025-06-30 $8.2M 101k 81.24
2025-03-31 $2.6M 37k 70.64

More positions owned by Symphony Financial

Spdr Series Trust Portfoli S&p1500 (SPTM)
NVIDIA Corporation (NVDA)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Russell 2000 Etf (IWM)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Amazon (AMZN)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Series Trust Portfolio Intrmd (SPIB)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Broadcom (AVGO)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Symphony Financial

Top funds holding SPDR DJ Wilshire Small Cap Value

LPL Financial
Financial Engines Advisors L.L.C
Cannon Financial Strategists
Goelzer Investment Management
NorthRock Partners
Ameriprise Financial
HighTower Advisors
Creative Planning
Morgan Stanley
Wealth Enhancement Advisory Services
Morningstar Investment Management
Advisor Group Holdings
Rodgers & Associates
Equitable Holdings
Fragasso

View all funds holding SPDR DJ Wilshire Small Cap Value