SPDR DJ Wilshire Large Cap Value shares owned by Cassaday & Co Wealth Management
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by Cassaday & Co Wealth Management
from 13F filings
Historical chart of Cassaday & Co Wealth Management investment in SPDR DJ Wilshire Large Cap Value
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Quarterly reported holdings in SPDR DJ Wilshire Large Cap Value by Cassaday & Co Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $809k | 15k | 55.33 |
| 2025-06-30 | $765k | 15k | 52.34 |
| 2025-03-31 | $810k | 16k | 51.07 |
| 2024-12-31 | $797k | 16k | 51.14 |
| 2024-09-30 | $837k | 16k | 52.86 |
| 2024-06-30 | $717k | 15k | 48.74 |
| 2024-03-31 | $764k | 15k | 50.10 |
| 2023-12-31 | $564k | 12k | 46.63 |
| 2023-09-30 | $499k | 12k | 41.26 |
| 2023-06-30 | $522k | 12k | 43.20 |
| 2023-03-31 | $492k | 12k | 40.72 |
| 2022-12-31 | $470k | 12k | 38.89 |
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