SPDR DJ Wilshire Small Cap Value shares owned by Taylor & Morgan Wealth Management
Quarter-by-quarter ownership of SPDR DJ Wilshire Small Cap Value (SLYV) shares owned by Taylor & Morgan Wealth Management
from 13F filings
Historical chart of Taylor & Morgan Wealth Management investment in SPDR DJ Wilshire Small Cap Value
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Quarterly reported holdings in SPDR DJ Wilshire Small Cap Value by Taylor & Morgan Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $661k | 7.5k | 88.65 |
| 2025-06-30 | $603k | 7.6k | 79.76 |
| 2025-03-31 | $593k | 7.6k | 78.40 |
| 2024-12-31 | $659k | 7.6k | 87.25 |
| 2024-09-30 | $820k | 9.4k | 86.82 |
| 2024-06-30 | $857k | 11k | 78.31 |
| 2024-03-31 | $1.2M | 15k | 82.97 |
| 2023-12-31 | $1.3M | 16k | 83.31 |
| 2023-09-30 | $1.1M | 16k | 72.37 |
| 2023-06-30 | $1.2M | 16k | 77.19 |
| 2023-03-31 | $1.3M | 17k | 76.18 |
| 2022-12-31 | $1.3M | 17k | 74.22 |
| 2022-09-30 | $1.2M | 17k | 67.12 |
| 2022-06-30 | $1.3M | 17k | 72.42 |
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