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SPDR DJ Wilshire Small Cap Value shares owned by Tradewinds Capital Management

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

Historical chart of Tradewinds Capital Management 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 Tradewinds Capital Management 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 Tradewinds Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $17M 193k 86.82
2024-06-30 $100k 1.3k 78.31
2024-03-31 $10M 121k 82.97
2023-12-31 $97k 1.2k 83.31
2023-09-30 $84k 1.2k 72.37
2023-06-30 $90k 1.2k 77.19
2023-03-31 $88k 1.2k 76.18
2022-12-31 $86k 1.2k 74.22
2022-09-30 $78k 1.2k 67.24
2022-06-30 $84k 1.2k 72.41
2022-03-31 $109k 1.3k 83.14
2021-12-31 $107k 1.3k 84.85
2021-09-30 $27M 325k 81.96
2021-06-30 $313k 3.7k 85.71
2021-03-31 $25M 304k 81.99
2020-12-31 $12k 175 68.57
2020-09-30 $11k 226 48.67
2020-06-30 $11k 226 48.67
2020-03-31 $9.0k 226 39.82
2019-12-31 $15k 226 66.37
2019-09-30 $14k 226 61.95
2019-06-30 $14k 226 61.95
2019-03-31 $16k 258 62.02
2018-12-31 $18k 331 54.38
2018-09-30 $9.0M 131k 68.27
2018-06-30 $18M 276k 66.79
2018-03-31 $4.0k 36 111.11
2017-12-31 $9.0k 72 125.00
2017-09-30 $10k 82 121.95
2017-06-30 $71k 599 118.53
2017-03-31 $4.4M 37k 118.03
2016-12-31 $3.5M 29k 119.00
2016-09-30 $4.3M 40k 107.23
2016-06-30 $3.8M 38k 100.07
2016-03-31 $2.8M 28k 97.55
2015-12-31 $1.5M 16k 92.88
2015-09-30 $1.4M 15k 94.46
2015-06-30 $776k 7.3k 106.11
2015-03-31 $1.7M 16k 107.12
2014-12-31 $1.6M 15k 105.76
2014-09-30 $1.5M 15k 102.33
2014-06-30 $1.6M 14k 110.21
2014-03-31 $2.9M 27k 108.08
2013-12-31 $3.3M 31k 106.45

More positions owned by Tradewinds Capital Management

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Select Sector Spdr Tr Financial (XLF)
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)
Ishares Tr Msci India Etf (INDA)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Pimco Etf Tr Inv Grd Crp Bd (CORP)
Ishares Tr Conv Bd Etf (ICVT)
Ishares Gold Tr Ishares New (IAU)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Spdr Ser Tr Ice Pfd Sec Etf (PSK)
Ishares Msci Spain Etf (EWP)
Select Sector Spdr Tr Indl (XLI)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)

View all positions for Tradewinds Capital Management

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