SPDR DJ Wilshire Large Cap Value shares owned by Collaborative Wealth Managment
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by Collaborative Wealth Managment
from 13F filings
Historical chart of Collaborative Wealth Managment investment in SPDR DJ Wilshire Large Cap Value
Tip: Access up to 7 years of quarterly data
All positions including SPDR DJ Wilshire Large Cap Value held by Collaborative Wealth Managment consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in SPDR DJ Wilshire Large Cap Value by Collaborative Wealth Managment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $9.7M | 184k | 52.86 |
| 2024-06-30 | $8.6M | 176k | 48.74 |
| 2024-03-31 | $8.5M | 169k | 50.10 |
| 2023-12-31 | $7.4M | 160k | 46.63 |
| 2023-09-30 | $6.3M | 153k | 41.26 |
| 2023-06-30 | $6.1M | 141k | 43.20 |
| 2023-03-31 | $5.5M | 136k | 40.72 |
| 2022-12-31 | $4.0M | 104k | 38.89 |
| 2022-09-30 | $3.7M | 106k | 34.49 |
| 2022-06-30 | $2.4M | 66k | 36.82 |
| 2021-12-31 | $2.2M | 53k | 42.01 |
| 2021-03-31 | $2.3M | 56k | 41.76 |
More positions owned by Collaborative Wealth Managment
View all positions for Collaborative Wealth Managment
Top funds holding SPDR DJ Wilshire Large Cap Value
View all funds holding SPDR DJ Wilshire Large Cap Value