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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

Tip: Access up to 7 years of quarterly data

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

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Quarterly 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