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SPDR DJ Wilshire Small Cap Value shares owned by Total Wealth Planning

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

Historical chart of Total Wealth Planning 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 Total Wealth Planning 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 Total Wealth Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.5M 41k 86.82
2024-06-30 $3.7M 43k 85.88
2024-03-31 $3.7M 44k 82.97
2023-12-31 $3.8M 46k 83.31
2023-09-30 $3.6M 50k 72.37
2023-06-30 $4.0M 52k 77.19
2023-03-31 $4.0M 53k 76.18
2022-12-31 $3.9M 53k 74.22
2022-09-30 $3.2M 47k 67.15
2022-06-30 $3.4M 46k 72.41
2022-03-31 $3.7M 45k 83.33
2021-12-31 $3.2M 53k 60.31
2021-09-30 $3.9M 47k 81.96
2021-06-30 $4.1M 48k 85.71
2021-03-31 $4.4M 54k 81.98
2020-12-31 $4.3M 64k 66.20
2020-09-30 $3.8M 76k 50.09
2020-06-30 $3.8M 78k 49.13
2020-03-31 $2.3M 57k 40.86
2019-12-31 $4.6M 70k 65.70
2019-09-30 $4.2M 69k 61.27
2019-06-30 $3.7M 61k 60.68
2019-03-31 $3.2M 53k 60.31
2018-12-31 $2.6M 48k 53.81

More positions owned by Total Wealth Planning

Schwab Strategic Tr Us Aggregate B (SCHZ)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Ishares Tr Gl Clean Ene Etf (ICLN)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Dimensional Etf Trust Global Real Est (DFGR)

View all positions for Total Wealth Planning

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