SPDR DJ Wilshire Large Cap Value shares owned by Bridgewealth Advisory Group
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by Bridgewealth Advisory Group
from 13F filings
Historical chart of Bridgewealth Advisory Group investment in SPDR DJ Wilshire Large Cap Value
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Quarterly reported holdings in SPDR DJ Wilshire Large Cap Value by Bridgewealth Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.6M | 28k | 56.81 |
| 2025-09-30 | $1.5M | 26k | 55.33 |
| 2025-06-30 | $1.5M | 28k | 52.34 |
| 2025-03-31 | $1.6M | 32k | 51.07 |
| 2024-12-31 | $1.8M | 33k | 52.80 |
| 2024-09-30 | $2.3M | 44k | 52.86 |
| 2024-06-30 | $2.1M | 43k | 48.74 |
| 2024-03-31 | $2.0M | 41k | 50.10 |
| 2023-12-31 | $1.5M | 31k | 46.63 |
| 2023-09-30 | $1.1M | 26k | 41.26 |
| 2023-06-30 | $341k | 7.9k | 43.20 |
| 2023-03-31 | $285k | 7.0k | 40.72 |
| 2022-12-31 | $353k | 9.1k | 38.89 |
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