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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

Tip: Access up to 7 years of quarterly data

All positions including SPDR DJ Wilshire Small Cap Value held by Willner & Heller 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 Willner & Heller

Quarter filed Position value Share count Share price at filing
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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View all positions for Willner & Heller

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
NorthRock Partners
Wells Fargo & Company
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