SPDR DJ Wilshire Large Cap Value shares owned by Caldwell Trust
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by Caldwell Trust
from 13F filings
Historical chart of Caldwell Trust investment in SPDR DJ Wilshire Large Cap Value
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Quarterly reported holdings in SPDR DJ Wilshire Large Cap Value by Caldwell Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $758k | 14k | 55.33 |
| 2021-12-31 | $541k | 13k | 42.00 |
| 2021-09-30 | $473k | 12k | 39.00 |
| 2021-06-30 | $480k | 12k | 39.54 |
| 2021-03-31 | $355k | 9.4k | 37.90 |
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