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SPDR DJ Wilshire Large Cap Value shares owned by Confluence Wealth Services

Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by Confluence Wealth Services from 13F filings

Historical chart of Confluence Wealth Services 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 Confluence Wealth Services 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 Confluence Wealth Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $415k 7.9k 52.86
2024-06-30 $1.0M 21k 48.74
2024-03-31 $473k 9.4k 50.10