SPDR DJ Wilshire Small Cap Value shares owned by Willner & Heller
Quarter-by-quarter ownership of SPDR DJ Wilshire Small Cap Value (SLYV) shares owned by Willner & Heller
from 13F filings
Historical chart of Willner & Heller investment in SPDR DJ Wilshire Small Cap Value
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Quarterly reported holdings in SPDR DJ Wilshire Small Cap Value by Willner & Heller
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $278k | 3.1k | 88.65 |
| 2025-06-30 | $256k | 3.2k | 79.77 |
| 2025-03-31 | $292k | 3.7k | 78.41 |
| 2024-12-31 | $324k | 3.7k | 87.25 |
| 2024-09-30 | $310k | 3.6k | 86.81 |
| 2024-06-30 | $278k | 3.6k | 78.30 |
| 2024-03-31 | $293k | 3.5k | 82.97 |
| 2023-12-31 | $291k | 3.5k | 83.31 |
| 2022-12-31 | $262k | 3.5k | 74.23 |
| 2022-09-30 | $234k | 3.5k | 67.14 |
| 2022-06-30 | $251k | 3.5k | 72.38 |
| 2022-03-31 | $292k | 3.4k | 84.69 |
| 2021-12-31 | $280k | 3.4k | 81.92 |
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