SPDR DJ Wilshire Large Cap Value shares owned by Ballast
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by Ballast
from 13F filings
Historical chart of Ballast investment in SPDR DJ Wilshire Large Cap Value
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Quarterly reported holdings in SPDR DJ Wilshire Large Cap Value by Ballast
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $371k | 6.7k | 55.33 |
| 2025-06-30 | $426k | 8.1k | 52.34 |
| 2025-03-31 | $422k | 8.3k | 51.07 |
| 2024-12-31 | $409k | 8.0k | 51.14 |
| 2024-09-30 | $427k | 8.1k | 52.86 |
| 2024-06-30 | $378k | 7.7k | 48.74 |
| 2024-03-31 | $368k | 7.3k | 50.10 |
| 2023-12-31 | $339k | 7.3k | 46.63 |
| 2023-09-30 | $297k | 7.2k | 41.26 |
| 2023-06-30 | $345k | 8.0k | 43.20 |
| 2023-03-31 | $314k | 7.7k | 40.72 |
| 2022-12-31 | $298k | 7.7k | 38.89 |
| 2022-09-30 | $248k | 7.2k | 34.47 |
| 2022-06-30 | $262k | 7.1k | 36.78 |
| 2022-03-31 | $327k | 7.9k | 41.63 |
| 2021-12-31 | $335k | 8.0k | 41.95 |
| 2021-09-30 | $409k | 11k | 38.97 |
| 2021-06-30 | $387k | 9.8k | 39.44 |
| 2021-03-31 | $351k | 9.3k | 37.80 |
| 2020-12-31 | $335k | 9.8k | 34.34 |
| 2020-09-30 | $3.0M | 99k | 30.19 |
| 2020-06-30 | $3.3M | 115k | 28.97 |
| 2020-03-31 | $2.9M | 112k | 25.83 |
| 2019-12-31 | $3.6M | 103k | 34.91 |
| 2019-09-30 | $3.2M | 101k | 31.95 |
| 2019-06-30 | $3.1M | 99k | 31.27 |
| 2019-03-31 | $2.9M | 94k | 30.28 |
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