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SPDR DJ Wilshire Small Cap Value shares owned by Trueblood Wealth Management

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

Historical chart of Trueblood Wealth 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 Trueblood Wealth 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 Trueblood Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.3M 16k 82.97
2023-12-31 $1.3M 15k 83.31

More positions owned by Trueblood Wealth Management

JPMorgan Chase & Co. (JPM)
Apple (AAPL)
Microsoft Corporation (MSFT)
Accenture Plc Ireland Shs Class A (ACN)
Chevron Corporation (CVX)
Caterpillar (CAT)
UnitedHealth (UNH)
Arthur J. Gallagher & Co. (AJG)
Cincinnati Financial Corporation (CINF)
Home Depot (HD)
First Tr Exchange-traded Smid Risng Etf (SDVY)
NVIDIA Corporation (NVDA)
First Tr Exchange-traded Ft Vest Ris (RDVI)
McDonald's Corporation (MCD)
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)

View all positions for Trueblood Wealth Management

Top funds holding SPDR DJ Wilshire Small Cap Value

Bank of America Corporation
Goelzer Investment Management
HPM Partners
Creative Planning
Commonwealth Equity Services
Redwood Investment Management
Townsquare Capital
Wells Fargo & Company
NorthRock Partners
Trilogy Capital
Nelson, Van Denburg & Campbell Wealth Management
Evensky & Katz
Rodgers & Associates
Dean, Jacobson Financial Services
American Financial Advisors

View all funds holding SPDR DJ Wilshire Small Cap Value