SPDR DJ Wilshire Large Cap Value shares owned by Concord Wealth Partners
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by Concord Wealth Partners
from 13F filings
Historical chart of Concord Wealth Partners investment in SPDR DJ Wilshire Large Cap Value
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Quarterly reported holdings in SPDR DJ Wilshire Large Cap Value by Concord Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $284k | 5.4k | 52.86 |
| 2024-06-30 | $227k | 4.7k | 48.74 |
| 2024-03-31 | $284k | 5.7k | 50.10 |
| 2023-12-31 | $231k | 5.0k | 46.63 |
| 2023-09-30 | $212k | 5.1k | 41.26 |
| 2023-06-30 | $293k | 6.8k | 43.20 |
| 2023-03-31 | $258k | 6.3k | 40.72 |
| 2022-12-31 | $408k | 11k | 38.89 |
| 2022-06-30 | $166k | 4.5k | 36.77 |
| 2022-03-31 | $186k | 4.5k | 41.65 |
| 2021-12-31 | $190k | 4.5k | 42.00 |
| 2021-09-30 | $155k | 4.0k | 38.90 |
| 2021-06-30 | $187k | 4.7k | 39.53 |
| 2021-03-31 | $310k | 8.2k | 37.90 |
| 2020-12-31 | $778k | 23k | 34.38 |
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