SPDR DJ Wilshire Large Cap Value shares owned by Alta Wealth Advisors
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by Alta Wealth Advisors
from 13F filings
Historical chart of Alta Wealth Advisors investment in SPDR DJ Wilshire Large Cap Value
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Quarterly reported holdings in SPDR DJ Wilshire Large Cap Value by Alta Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $23M | 435k | 52.86 |
| 2024-06-30 | $20M | 407k | 48.74 |
| 2024-03-31 | $20M | 397k | 50.10 |
| 2023-12-31 | $18M | 380k | 46.63 |
| 2023-09-30 | $8.7M | 210k | 41.26 |
| 2023-06-30 | $8.5M | 197k | 43.20 |
| 2023-03-31 | $7.4M | 181k | 40.72 |
| 2022-12-31 | $6.7M | 172k | 38.89 |
| 2022-09-30 | $4.1M | 120k | 34.49 |
| 2022-06-30 | $3.9M | 107k | 36.84 |
| 2022-03-31 | $3.8M | 90k | 41.75 |
| 2021-12-31 | $2.7M | 65k | 42.00 |
| 2021-09-30 | $395k | 10k | 38.99 |
| 2021-06-30 | $240k | 6.1k | 39.60 |
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