Steel Peak Wealth Management »

SPDR DJ Wilshire Large Cap Value shares owned by Steel Peak Wealth Management

Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by Steel Peak Wealth Management from 13F filings

Historical chart of Steel Peak Wealth Management 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 Steel Peak Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SPDR DJ Wilshire Large Cap Value by Steel Peak Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $17M 347k 50.10
2023-12-31 $16M 344k 46.63
2023-09-30 $21M 496k 41.26
2022-12-31 $3.1M 80k 38.89