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SPDR DJ Wilshire Small Cap Value shares owned by TCG Advisory Services

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

Historical chart of TCG Advisory Services 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 TCG Advisory Services 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 TCG Advisory Services

Quarter filed Position value Share count Share price at filing
2024-06-30 $332k 4.2k 78.32
2024-03-31 $349k 4.2k 82.97

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NVIDIA Corporation Put Option (NVDA)
Apple Put Option (AAPL)
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American Centy Etf Tr Us Large Cap Vlu (AVLV)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Intuitive Surgical Com New (ISRG)
J P Morgan Exchange Traded F Equity Premium (JEPI)
JPMorgan Chase & Co. (JPM)
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Capital Group Core Equity Et Shs Creation Uni (CGUS)
Exxon Mobil Corporation (XOM)

View all positions for TCG Advisory Services

Top funds holding SPDR DJ Wilshire Small Cap Value

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

View all funds holding SPDR DJ Wilshire Small Cap Value