SPDR DJ Wilshire Large Cap Value shares owned by Belpointe Asset Management
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by Belpointe Asset Management
from 13F filings
Historical chart of Belpointe Asset Management investment in SPDR DJ Wilshire Large Cap Value
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Quarterly reported holdings in SPDR DJ Wilshire Large Cap Value by Belpointe Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.4M | 98k | 55.33 |
| 2025-06-30 | $5.0M | 95k | 52.34 |
| 2025-03-31 | $2.8M | 55k | 51.07 |
| 2024-12-31 | $681k | 13k | 52.57 |
| 2024-09-30 | $569k | 11k | 52.86 |
| 2023-06-30 | $286k | 6.6k | 43.21 |
| 2023-03-31 | $359k | 8.8k | 40.72 |
| 2022-12-31 | $624k | 16k | 38.89 |
| 2022-09-30 | $321k | 9.3k | 34.52 |
| 2022-06-30 | $370k | 10k | 36.85 |
| 2022-03-31 | $493k | 12k | 41.72 |
| 2021-12-31 | $455k | 11k | 41.95 |
| 2019-12-31 | $267k | 7.7k | 34.82 |
| 2018-09-30 | $163k | 5.2k | 31.08 |
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