SPDR DJ Wilshire Large Cap Value shares owned by Ballast Advisors
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by Ballast Advisors
from 13F filings
Historical chart of Ballast Advisors investment in SPDR DJ Wilshire Large Cap Value
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Quarterly reported holdings in SPDR DJ Wilshire Large Cap Value by Ballast Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $91k | 1.7k | 52.86 |
| 2024-06-30 | $85k | 1.7k | 48.74 |
| 2024-03-31 | $102k | 2.0k | 50.10 |
| 2023-12-31 | $127k | 2.7k | 46.63 |
| 2023-09-30 | $168k | 4.1k | 41.26 |
| 2023-06-30 | $226k | 5.2k | 43.20 |
| 2023-03-31 | $223k | 5.5k | 40.72 |
| 2022-12-31 | $207k | 5.3k | 38.89 |
| 2022-09-30 | $183k | 5.3k | 34.45 |
| 2022-06-30 | $196k | 5.3k | 36.90 |
| 2022-03-31 | $220k | 5.3k | 41.81 |
| 2021-12-31 | $212k | 5.0k | 42.01 |
| 2021-09-30 | $194k | 5.0k | 38.96 |
| 2021-06-30 | $190k | 4.8k | 39.59 |
| 2021-03-31 | $181k | 4.8k | 37.87 |
| 2020-12-31 | $155k | 4.5k | 34.30 |
| 2020-09-30 | $138k | 4.6k | 30.28 |
| 2020-06-30 | $129k | 4.5k | 28.96 |
| 2020-03-31 | $116k | 4.5k | 25.78 |
| 2019-12-31 | $115k | 3.3k | 34.80 |
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