SPDR DJ Wilshire Large Cap Value shares owned by Betterment
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by Betterment
from 13F filings
Historical chart of Betterment investment in SPDR DJ Wilshire Large Cap Value
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Quarterly reported holdings in SPDR DJ Wilshire Large Cap Value by Betterment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $157M | 3.4M | 46.63 |
| 2023-09-30 | $117M | 2.8M | 41.26 |
| 2023-06-30 | $119M | 2.7M | 43.20 |
| 2023-03-31 | $110M | 2.7M | 40.72 |
| 2022-12-31 | $85M | 2.2M | 38.89 |
| 2022-09-30 | $78M | 2.1M | 36.82 |
| 2022-06-30 | $78M | 2.1M | 36.82 |
| 2022-03-31 | $53M | 1.3M | 41.75 |
| 2021-12-31 | $36M | 846k | 42.00 |
| 2021-09-30 | $29M | 747k | 39.00 |
| 2021-06-30 | $15M | 377k | 39.54 |
| 2021-03-31 | $9.3M | 245k | 37.90 |
| 2020-12-31 | $12M | 337k | 34.39 |
| 2020-09-30 | $12M | 391k | 30.20 |
| 2020-06-30 | $13M | 431k | 28.98 |
| 2020-03-31 | $14M | 554k | 25.84 |
| 2019-12-31 | $8.6M | 245k | 34.91 |
| 2019-09-30 | $9.0M | 287k | 31.28 |
| 2019-06-30 | $9.0M | 287k | 31.28 |
| 2019-03-31 | $8.8M | 291k | 30.28 |
| 2018-12-31 | $6.0M | 221k | 27.16 |
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