SPDR DJ Wilshire Large Cap Value shares owned by Wambolt & Associates
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by Wambolt & Associates
from 13F filings
Historical chart of Wambolt & Associates investment in SPDR DJ Wilshire Large Cap Value
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Quarterly reported holdings in SPDR DJ Wilshire Large Cap Value by Wambolt & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.5M | 51k | 49.79 |
| 2023-12-31 | $2.2M | 46k | 46.63 |
| 2023-09-30 | $1.3M | 31k | 41.03 |
| 2023-06-30 | $1.4M | 31k | 43.20 |
| 2023-03-31 | $1.2M | 29k | 40.74 |
| 2022-12-31 | $1.1M | 27k | 38.89 |
| 2022-09-30 | $885k | 26k | 34.48 |
| 2022-06-30 | $824k | 22k | 36.83 |
| 2022-03-31 | $825k | 20k | 41.95 |
| 2021-12-31 | $691k | 16k | 42.02 |
| 2021-09-30 | $543k | 14k | 39.54 |
| 2021-06-30 | $450k | 11k | 39.81 |
| 2021-03-31 | $387k | 10k | 38.15 |
| 2020-12-31 | $342k | 10k | 34.35 |
| 2020-09-30 | $256k | 8.5k | 30.23 |
| 2020-06-30 | $263k | 9.1k | 29.02 |
| 2020-03-31 | $236k | 9.1k | 25.87 |
| 2019-12-31 | $242k | 6.9k | 34.96 |
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