SPDR DJ Wilshire Large Cap Value shares owned by Ballentine Partners
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by Ballentine Partners
from 13F filings
Historical chart of Ballentine Partners investment in SPDR DJ Wilshire Large Cap Value
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Quarterly reported holdings in SPDR DJ Wilshire Large Cap Value by Ballentine Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $1.8M | 32k | 56.58 |
| 2025-12-31 | $322k | 5.7k | 56.81 |
| 2025-09-30 | $322k | 5.8k | 55.33 |
| 2025-06-30 | $333k | 6.4k | 52.34 |
| 2025-03-31 | $325k | 6.4k | 51.07 |
| 2024-12-31 | $325k | 6.4k | 51.14 |
| 2024-09-30 | $336k | 6.4k | 52.86 |
| 2024-06-30 | $310k | 6.4k | 48.74 |
| 2024-03-31 | $318k | 6.4k | 50.10 |
| 2023-12-31 | $416k | 8.9k | 46.63 |
| 2023-09-30 | $368k | 8.9k | 41.26 |
| 2023-06-30 | $405k | 9.4k | 43.20 |
| 2023-03-31 | $415k | 10k | 40.72 |
| 2022-12-31 | $397k | 10k | 38.89 |
| 2017-06-30 | $3.0k | 24 | 125.00 |
| 2017-03-31 | $3.0k | 24 | 125.00 |
| 2016-12-31 | $3.0k | 24 | 125.00 |
| 2016-09-30 | $2.0k | 24 | 83.33 |
| 2016-06-30 | $2.0k | 24 | 83.33 |
| 2016-03-31 | $2.0k | 24 | 83.33 |
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