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SPDR DJ Wilshire Small Cap Value shares owned by Lauer Wealth

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

Historical chart of Lauer Wealth 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 Lauer Wealth 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 Lauer Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.0M 25k 78.94
2023-12-31 $2.8M 34k 80.80
2023-09-30 $2.3M 32k 70.88
2023-06-30 $2.5M 32k 80.48
2023-03-31 $2.0M 27k 74.79

More positions owned by Lauer Wealth

Wisdomtree Tr Floatng Rat Trea (USFR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr Morningstar Valu (ILCV)
Tesla Motors (TSLA)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Wisdomtree Tr Us Midcap Fund (EZM)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Ishares Tr Ishares Biotech (IBB)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)

View all positions for Lauer Wealth

Top funds holding SPDR DJ Wilshire Small Cap Value

Bank of America Corporation
LPL Financial
Financial Engines Advisors L.L.C
Ameriprise Financial
HPM Partners
Goelzer Investment Management
Financial Planning & Information Services
Redwood Investment Management
Creative Planning
Commonwealth Equity Services
Townsquare Capital
Envestnet Asset Management
Wells Fargo & Company
NorthRock Partners
Trilogy Capital

View all funds holding SPDR DJ Wilshire Small Cap Value