SPDR DJ Wilshire Large Cap Value shares owned by Helen Stephens Group
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by Helen Stephens Group
from 13F filings
Historical chart of Helen Stephens Group investment in SPDR DJ Wilshire Large Cap Value
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Quarterly reported holdings in SPDR DJ Wilshire Large Cap Value by Helen Stephens Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $259k | 5.2k | 50.10 |
| 2023-12-31 | $368k | 7.9k | 46.63 |
| 2023-09-30 | $327k | 7.9k | 41.26 |
| 2023-06-30 | $343k | 7.9k | 43.20 |
| 2023-03-31 | $334k | 8.2k | 40.72 |
| 2022-12-31 | $296k | 7.6k | 38.89 |
| 2022-09-30 | $459k | 13k | 34.50 |
| 2022-06-30 | $491k | 13k | 36.85 |
| 2022-03-31 | $559k | 13k | 41.71 |
| 2021-12-31 | $436k | 10k | 41.97 |
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