SPDR DJ Wilshire Small Cap Value shares owned by Waldron
Quarter-by-quarter ownership of SPDR DJ Wilshire Small Cap Value (SLYV) shares owned by Waldron
from 13F filings
Historical chart of Waldron investment in SPDR DJ Wilshire Small Cap Value
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Quarterly reported holdings in SPDR DJ Wilshire Small Cap Value by Waldron
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $490k | 5.5k | 88.65 |
| 2025-06-30 | $441k | 5.5k | 79.76 |
| 2025-03-31 | $433k | 5.5k | 78.40 |
| 2024-12-31 | $482k | 5.5k | 87.25 |
| 2024-09-30 | $476k | 5.5k | 86.82 |
| 2024-06-30 | $429k | 5.5k | 78.31 |
| 2024-03-31 | $455k | 5.5k | 82.97 |
| 2023-12-31 | $508k | 6.1k | 83.21 |
| 2023-09-30 | $540k | 7.5k | 72.37 |
| 2023-06-30 | $576k | 7.5k | 77.19 |
| 2023-03-31 | $569k | 7.5k | 76.18 |
| 2022-12-31 | $500k | 7.5k | 67.02 |
| 2022-09-30 | $500k | 7.5k | 67.02 |
| 2022-06-30 | $540k | 7.5k | 72.38 |
| 2022-03-31 | $621k | 7.5k | 83.30 |
| 2021-12-31 | $631k | 7.5k | 84.64 |
| 2021-09-30 | $659k | 8.0k | 81.94 |
| 2021-06-30 | $715k | 8.3k | 85.67 |
| 2021-03-31 | $684k | 8.3k | 81.96 |
| 2020-12-31 | $552k | 8.3k | 66.14 |
| 2020-09-30 | $418k | 8.3k | 50.08 |
| 2020-06-30 | $409k | 8.3k | 49.01 |
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