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SPDR DJ Wilshire Small Cap Value shares owned by Vestwell Advisors

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

Historical chart of Vestwell Advisors 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 Vestwell Advisors 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 Vestwell Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $704k 7.9k 88.65

More positions owned by Vestwell Advisors

iShares Tr iShares Core S&P 500 ETF (Principal) (IVV)
iShares Tr iShares Core US Aggregate Bond ETF (Principal) (AGG)
Schwab Strategic Tr Schwab US Large-Cap Growth ETF (Principal) (SCHG)
Schwab Strategic Tr Schwab International Equity ETF (Principal) (SCHF)
Vanguard Index FDS Vanguard Value ETF (Principal) (VTV)
Vanguard Intl Equity Index F Vanguard FTSE Emerging Markets ETF (Principal) (VWO)
Schwab Strategic Tr Schwab US Broad Market ETF (Principal) (SCHB)
Vanguard Index FDS Vanguard Mid-Cap ETF (Principal) (VO)
iShares TR iShares Core International Aggt Bd ETF (Principal) (IAGG)
iShares Tr iShares Core S&P Small-Cap ETF (Principal) (IJR)
Vanguard Intl Equity Index F Vanguard Total World Stock ETF (Principal) (VT)
Schwab Strategic Tr Schwab US REIT ETF (Principal) (SCHH)
Vanguard Index FDS Vanguard Small-Cap Growth ETF (Principal) (VBK)
Vanguard Index FDS Vanguard Small-Cap Value ETF (Principal) (VBR)
iShares TR iShares Broad USD High Yield Corp Bd ETF (Principal) (USHY)

View all positions for Vestwell Advisors

Top funds holding SPDR DJ Wilshire Small Cap Value

LPL Financial
Financial Engines Advisors L.L.C
Cannon Financial Strategists
Goelzer Investment Management
NorthRock Partners
Ameriprise Financial
HighTower Advisors
Creative Planning
Morgan Stanley
Wealth Enhancement Advisory Services
Morningstar Investment Management
Advisor Group Holdings
Rodgers & Associates
Equitable Holdings
Fragasso

View all funds holding SPDR DJ Wilshire Small Cap Value