SPDR DJ Wilshire Small Cap Value shares owned by Windward Private Wealth Management
Quarter-by-quarter ownership of SPDR DJ Wilshire Small Cap Value (SLYV) shares owned by Windward Private Wealth Management
from 13F filings
Historical chart of Windward Private Wealth Management investment in SPDR DJ Wilshire Small Cap Value
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Quarterly reported holdings in SPDR DJ Wilshire Small Cap Value by Windward Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $226k | 2.6k | 86.82 |
| 2024-06-30 | $204k | 2.6k | 78.31 |
| 2024-03-31 | $247k | 3.0k | 82.97 |
| 2023-12-31 | $248k | 3.0k | 83.31 |
| 2023-09-30 | $341k | 4.7k | 72.37 |
| 2023-06-30 | $364k | 4.7k | 77.19 |
| 2023-03-31 | $359k | 4.7k | 76.18 |
| 2022-12-31 | $350k | 4.7k | 74.22 |
| 2022-09-30 | $330k | 4.9k | 67.17 |
| 2022-06-30 | $356k | 4.9k | 72.46 |
| 2022-03-31 | $429k | 5.1k | 83.33 |
| 2021-12-31 | $436k | 5.1k | 84.69 |
| 2021-09-30 | $422k | 5.1k | 81.97 |
| 2021-06-30 | $441k | 5.1k | 85.66 |
| 2021-03-31 | $465k | 5.7k | 81.94 |
| 2020-12-31 | $663k | 10k | 66.14 |
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