SPDR DJ Wilshire Large Cap Value shares owned by Balentine
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by Balentine
from 13F filings
Historical chart of Balentine investment in SPDR DJ Wilshire Large Cap Value
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All positions including SPDR DJ Wilshire Large Cap Value held by Balentine consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in SPDR DJ Wilshire Large Cap Value by Balentine
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $38k | 690 | 55.33 |
| 2025-06-30 | $46k | 887 | 52.34 |
| 2025-03-31 | $2.7M | 52k | 51.07 |
| 2023-03-31 | $635k | 16k | 40.72 |
| 2022-12-31 | $723k | 19k | 38.89 |
| 2022-09-30 | $510k | 15k | 34.48 |
| 2021-06-30 | $1.0k | 13 | 76.92 |
| 2020-09-30 | $13M | 429k | 30.20 |
| 2020-06-30 | $12M | 426k | 28.98 |
| 2020-03-31 | $27M | 1.0M | 25.84 |
| 2019-12-31 | $127M | 3.6M | 34.91 |
| 2019-09-30 | $120M | 3.8M | 31.96 |
| 2019-06-30 | $118M | 3.8M | 31.28 |
| 2019-03-31 | $72M | 2.4M | 30.28 |
| 2018-12-31 | $63M | 2.3M | 27.16 |
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