SPDR DJ Wilshire Small Cap Value shares owned by Rockbridge Investment Management, LCC
Quarter-by-quarter ownership of SPDR DJ Wilshire Small Cap Value (SLYV) shares owned by Rockbridge Investment Management, LCC
from 13F filings
Historical chart of Rockbridge Investment Management, LCC 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 Rockbridge Investment Management, LCC consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in SPDR DJ Wilshire Small Cap Value by Rockbridge Investment Management, LCC
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $14M | 166k | 82.97 |
| 2023-12-31 | $13M | 155k | 83.31 |
| 2023-09-30 | $11M | 150k | 72.37 |
| 2023-06-30 | $11M | 146k | 77.19 |
| 2023-03-31 | $11M | 138k | 76.18 |
| 2022-12-31 | $9.9M | 134k | 74.22 |
| 2022-09-30 | $9.0M | 135k | 67.14 |
| 2022-06-30 | $9.7M | 134k | 72.41 |
| 2022-03-31 | $11M | 131k | 84.10 |
| 2021-12-31 | $10M | 123k | 84.72 |
| 2021-09-30 | $9.5M | 116k | 81.96 |
| 2021-06-30 | $9.3M | 109k | 85.71 |
| 2021-03-31 | $8.6M | 105k | 81.99 |
| 2020-12-31 | $7.0M | 106k | 66.19 |
| 2020-09-30 | $5.1M | 102k | 50.09 |
| 2020-06-30 | $4.5M | 91k | 49.12 |
More positions owned by Rockbridge Investment Management, LCC
View all positions for Rockbridge Investment Management, LCC
Top funds holding SPDR DJ Wilshire Small Cap Value
View all funds holding SPDR DJ Wilshire Small Cap Value