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SPDR DJ Wilshire Small Cap Value shares owned by Wrenne Financial Planning

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

Historical chart of Wrenne Financial 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 Wrenne Financial 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 Wrenne Financial Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $12M 143k 82.97

More positions owned by Wrenne Financial Planning

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr National Mun Etf (MUB)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)

View all positions for Wrenne Financial 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