SPDR DJ Wilshire Small Cap Value shares owned by Measured Wealth Private Client Group
Quarter-by-quarter ownership of SPDR DJ Wilshire Small Cap Value (SLYV) shares owned by Measured Wealth Private Client Group
from 13F filings
Historical chart of Measured Wealth Private Client Group investment in SPDR DJ Wilshire Small Cap Value
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Quarterly reported holdings in SPDR DJ Wilshire Small Cap Value by Measured Wealth Private Client Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $657k | 7.9k | 82.97 |
| 2023-12-31 | $842k | 10k | 83.31 |
| 2023-09-30 | $785k | 11k | 72.37 |
| 2023-06-30 | $822k | 11k | 77.19 |
| 2023-03-31 | $812k | 11k | 76.18 |
| 2022-12-31 | $845k | 11k | 74.22 |
| 2022-09-30 | $772k | 12k | 67.10 |
| 2022-06-30 | $853k | 12k | 72.40 |
| 2022-03-31 | $1.3M | 15k | 83.32 |
| 2021-12-31 | $1.5M | 17k | 84.72 |
| 2021-09-30 | $2.5M | 30k | 81.96 |
| 2021-06-30 | $2.8M | 33k | 85.71 |
| 2021-03-31 | $1.7M | 21k | 82.00 |
| 2020-12-31 | $1.2M | 19k | 66.16 |
| 2020-09-30 | $917k | 18k | 50.09 |
| 2020-06-30 | $771k | 16k | 49.15 |
| 2020-03-31 | $377k | 9.2k | 40.88 |
| 2019-12-31 | $635k | 9.7k | 65.74 |
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