SPDR DJ Wilshire Large Cap Value shares owned by Aurum Wealth Management Group
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by Aurum Wealth Management Group
from 13F filings
Historical chart of Aurum Wealth Management Group investment in SPDR DJ Wilshire Large Cap Value
Tip: Access up to 7 years of quarterly data
All positions including SPDR DJ Wilshire Large Cap Value held by Aurum Wealth Management Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in SPDR DJ Wilshire Large Cap Value by Aurum Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $4.3M | 92k | 46.63 |
| 2023-09-30 | $3.8M | 93k | 41.26 |
| 2023-06-30 | $4.3M | 99k | 43.20 |
| 2023-03-31 | $4.0M | 99k | 40.72 |
| 2022-12-31 | $4.8M | 122k | 38.89 |
| 2022-09-30 | $4.1M | 119k | 34.49 |
| 2022-06-30 | $4.4M | 119k | 36.82 |
| 2022-03-31 | $4.9M | 119k | 41.75 |
| 2021-12-31 | $5.5M | 131k | 42.00 |
| 2021-09-30 | $5.1M | 131k | 39.00 |
| 2021-06-30 | $5.2M | 132k | 39.54 |
| 2021-03-31 | $4.3M | 114k | 37.90 |
| 2020-12-31 | $4.0M | 117k | 34.39 |
| 2020-09-30 | $4.1M | 136k | 30.20 |
| 2020-06-30 | $4.4M | 150k | 28.98 |
| 2020-03-31 | $14M | 537k | 25.84 |
| 2019-12-31 | $17M | 471k | 34.91 |
More positions owned by Aurum Wealth Management Group
View all positions for Aurum Wealth Management Group
Top funds holding SPDR DJ Wilshire Large Cap Value
View all funds holding SPDR DJ Wilshire Large Cap Value