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

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

Historical chart of TruNorth 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 TruNorth 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 TruNorth Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.2k 83 86.82
2024-06-30 $6.5k 83 78.31
2024-03-31 $7.1k 85 82.96

More positions owned by TruNorth Capital Management

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Ttl Stk (ITOT)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Fundamental Us L (FNDX)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Stryker Corporation (SYK)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Columbia Etf Tr I Diversifid Fxd (DIAL)
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)
Dimensional Etf Trust Us Small Cap Etf (DFAS)

View all positions for TruNorth 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