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SPDR DJ Wilshire Large Cap Value shares owned by Regal Investment Advisors

Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by Regal Investment Advisors from 13F filings

Historical chart of Regal Investment Advisors investment in SPDR DJ Wilshire Large Cap Value

Tip: Access up to 7 years of quarterly data

All positions including SPDR DJ Wilshire Large Cap Value held by Regal Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR DJ Wilshire Large Cap Value by Regal Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $565k 14k 41.26
2023-06-30 $438k 10k 43.20
2023-03-31 $380k 9.3k 40.72
2022-12-31 $302k 7.8k 38.89
2022-06-30 $299k 8.1k 36.88
2022-03-31 $1.5M 36k 41.74
2021-12-31 $218k 5.2k 41.99
2021-09-30 $202k 5.2k 38.91
2021-06-30 $236k 6.0k 39.53
2020-12-31 $237k 6.9k 34.34
2020-06-30 $386k 13k 28.97
2019-12-31 $3.3M 95k 34.91
2019-09-30 $2.8M 89k 31.96
2019-06-30 $371k 12k 31.28
2019-03-31 $362k 12k 30.29
2018-12-31 $307k 11k 27.14