SPDR DJ Wilshire Large Cap Value shares owned by Colonial River Wealth Management
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by Colonial River Wealth Management
from 13F filings
Historical chart of Colonial River Wealth Management investment in SPDR DJ Wilshire Large Cap Value
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All positions including SPDR DJ Wilshire Large Cap Value held by Colonial River Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in SPDR DJ Wilshire Large Cap Value by Colonial River Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $2.8M | 53k | 52.86 |
2024-06-30 | $717k | 15k | 48.74 |
2024-03-31 | $739k | 15k | 50.10 |
2023-12-31 | $3.1M | 66k | 46.63 |
2023-09-30 | $1.1M | 26k | 41.26 |
2023-06-30 | $1.1M | 27k | 43.20 |
2023-03-31 | $1.4M | 35k | 40.72 |
2022-12-31 | $7.0M | 180k | 38.89 |
2022-09-30 | $1.5M | 42k | 34.49 |
2022-06-30 | $1.6M | 42k | 36.83 |
2022-03-31 | $1.8M | 42k | 41.76 |
2021-12-31 | $3.0M | 71k | 42.00 |
2021-06-30 | $2.8M | 72k | 39.55 |
2021-03-31 | $2.5M | 65k | 37.90 |
2020-12-31 | $2.2M | 60k | 35.75 |
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