SPDR DJ Wilshire Large Cap Value shares owned by Capstone Wealth Management Group
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by Capstone Wealth Management Group
from 13F filings
Historical chart of Capstone Wealth Management Group investment in SPDR DJ Wilshire Large Cap Value
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Quarterly reported holdings in SPDR DJ Wilshire Large Cap Value by Capstone Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.2M | 24k | 50.10 |
| 2023-12-31 | $1.1M | 23k | 46.63 |
| 2023-09-30 | $975k | 24k | 41.26 |
| 2023-06-30 | $984k | 23k | 43.20 |
| 2023-03-31 | $835k | 21k | 40.72 |
| 2022-12-31 | $873k | 23k | 38.89 |
| 2022-09-30 | $848k | 25k | 34.50 |
| 2022-06-30 | $873k | 24k | 36.81 |
| 2022-03-31 | $951k | 23k | 41.76 |
| 2021-12-31 | $932k | 22k | 41.99 |
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