SPDR DJ Wilshire Large Cap Value shares owned by Altfest L J & Co
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by Altfest L J & Co
from 13F filings
Historical chart of Altfest L J & Co investment in SPDR DJ Wilshire Large Cap Value
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Quarterly reported holdings in SPDR DJ Wilshire Large Cap Value by Altfest L J & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $581k | 11k | 55.33 |
| 2025-06-30 | $540k | 10k | 52.34 |
| 2025-03-31 | $564k | 11k | 51.07 |
| 2024-12-31 | $562k | 11k | 51.14 |
| 2024-09-30 | $581k | 11k | 52.83 |
| 2024-06-30 | $565k | 12k | 48.76 |
| 2024-03-31 | $682k | 14k | 50.12 |
| 2023-12-31 | $613k | 13k | 46.64 |
| 2023-09-30 | $559k | 14k | 41.25 |
| 2023-06-30 | $600k | 14k | 43.22 |
| 2023-03-31 | $567k | 14k | 40.70 |
| 2022-12-31 | $567k | 15k | 38.91 |
| 2022-09-30 | $671k | 20k | 34.49 |
| 2022-06-30 | $713k | 19k | 36.80 |
| 2022-03-31 | $829k | 20k | 41.74 |
| 2021-12-31 | $883k | 21k | 41.99 |
| 2021-09-30 | $862k | 22k | 39.00 |
| 2021-06-30 | $725k | 18k | 39.54 |
| 2021-03-31 | $707k | 19k | 37.90 |
| 2020-12-31 | $765k | 22k | 34.37 |
| 2020-09-30 | $741k | 25k | 30.20 |
| 2020-06-30 | $883k | 31k | 28.98 |
| 2020-03-31 | $937k | 36k | 25.85 |
| 2019-12-31 | $1.5M | 42k | 34.90 |
| 2019-09-30 | $1.5M | 47k | 31.95 |
| 2019-06-30 | $2.4M | 75k | 31.28 |
| 2019-03-31 | $2.8M | 93k | 30.28 |
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