SPDR DJ Wilshire Large Cap Growth shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Growth (SPYG) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial Advisors investment in SPDR DJ Wilshire Large Cap Growth
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Quarterly reported holdings in SPDR DJ Wilshire Large Cap Growth by Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.4M | 29k | 82.94 |
| 2024-06-30 | $2.4M | 30k | 80.13 |
| 2024-03-31 | $2.1M | 29k | 70.48 |
| 2023-12-31 | $1.9M | 29k | 65.06 |
| 2023-09-30 | $1.7M | 29k | 59.28 |
| 2023-03-31 | $227k | 4.1k | 55.36 |
| 2022-06-30 | $273k | 5.2k | 52.25 |
| 2022-03-31 | $388k | 5.9k | 66.28 |
| 2021-12-31 | $280k | 3.9k | 72.39 |
| 2021-03-31 | $77k | 1.4k | 56.62 |
| 2020-12-31 | $75k | 1.4k | 55.15 |
| 2020-09-30 | $12k | 248 | 48.39 |
| 2020-06-30 | $84k | 1.9k | 45.02 |
| 2020-03-31 | $60k | 1.6k | 38.17 |
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