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SPDR DJ Wilshire Small Cap Value shares owned by Total Wealth Planning

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

Historical chart of Total Wealth Planning 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 Total Wealth Planning 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 Total Wealth Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.7M 44k 82.97
2023-12-31 $3.8M 46k 83.31
2023-09-30 $3.6M 50k 72.37
2023-06-30 $4.0M 52k 77.19
2023-03-31 $4.0M 53k 76.18
2022-12-31 $3.9M 53k 74.22
2022-09-30 $3.2M 47k 67.15
2022-06-30 $3.4M 46k 72.41
2022-03-31 $3.7M 45k 83.33
2021-12-31 $3.2M 53k 60.31
2021-09-30 $3.9M 47k 81.96
2021-06-30 $4.1M 48k 85.71
2021-03-31 $4.4M 54k 81.98
2020-12-31 $4.3M 64k 66.20
2020-09-30 $3.8M 76k 50.09
2020-06-30 $3.8M 78k 49.13
2020-03-31 $2.3M 57k 40.86
2019-12-31 $4.6M 70k 65.70
2019-09-30 $4.2M 69k 61.27
2019-06-30 $3.7M 61k 60.68
2019-03-31 $3.2M 53k 60.31
2018-12-31 $2.6M 48k 53.81

More positions owned by Total Wealth Planning

Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Ishares Tr Gl Clean Ene Etf (ICLN)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Tr Ishs 1-5yr Invs (IGSB)

View all positions for Total Wealth Planning

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