SPDR DJ Wilshire Large Cap Value shares owned by BKD Wealth Advisors
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by BKD Wealth Advisors
from 13F filings
Historical chart of BKD Wealth Advisors investment in SPDR DJ Wilshire Large Cap Value
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All positions including SPDR DJ Wilshire Large Cap Value held by BKD Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $345k | 7.1k | 48.74 |
2024-03-31 | $379k | 7.6k | 50.10 |
2023-12-31 | $370k | 7.9k | 46.63 |
2023-09-30 | $328k | 7.9k | 41.26 |
2023-06-30 | $428k | 9.9k | 43.20 |
2023-03-31 | $436k | 11k | 40.72 |
2022-12-31 | $428k | 11k | 38.89 |
2022-09-30 | $407k | 12k | 34.53 |
2022-06-30 | $479k | 13k | 36.81 |
2019-12-31 | $270k | 7.7k | 34.88 |
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