SPDR DJ Wilshire Large Cap Value shares owned by Accel Wealth Management
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by Accel Wealth Management
from 13F filings
Historical chart of Accel Wealth Management investment in SPDR DJ Wilshire Large Cap Value
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All positions including SPDR DJ Wilshire Large Cap Value held by Accel Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in SPDR DJ Wilshire Large Cap Value by Accel Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $350k | 6.6k | 52.86 |
2024-06-30 | $343k | 7.0k | 48.74 |
2024-03-31 | $351k | 7.0k | 50.10 |
2023-12-31 | $288k | 6.2k | 46.63 |
2023-03-31 | $176k | 4.3k | 40.72 |
2022-12-31 | $168k | 4.3k | 38.89 |
2022-09-30 | $157k | 4.3k | 36.55 |
2022-06-30 | $159k | 4.3k | 37.05 |
2022-03-31 | $180k | 4.3k | 42.00 |
2021-12-31 | $163k | 3.9k | 41.93 |
2021-09-30 | $134k | 3.4k | 39.09 |
2021-06-30 | $153k | 3.9k | 39.45 |
2021-03-31 | $147k | 3.9k | 37.95 |
2020-12-31 | $133k | 3.9k | 34.38 |
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