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SPDR DJ Wilshire Small Cap Value shares owned by RFG Advisory

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

Historical chart of RFG Advisory 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 RFG Advisory 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 RFG Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.3M 40k 82.97
2023-12-31 $3.0M 36k 83.31

More positions owned by RFG Advisory

Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Dimensional Etf Trust World Ex Us Core (DFAX)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pimco Etf Tr Active Bd Etf (BOND)
Apple (AAPL)

View all positions for RFG Advisory

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