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SPDR DJ Wilshire Large Cap Value shares owned by Erickson Financial Group

Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by Erickson Financial Group from 13F filings

Historical chart of Erickson Financial Group 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 Erickson Financial Group 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 Erickson Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $274k 5.2k 52.86
2024-06-30 $253k 5.2k 48.74
2024-03-31 $394k 7.9k 50.10
2023-12-31 $364k 7.8k 46.63
2023-09-30 $322k 7.8k 41.26
2023-06-30 $338k 7.8k 43.20
2023-03-31 $318k 7.8k 40.72
2022-12-31 $304k 7.8k 38.89
2022-09-30 $270k 7.8k 34.55
2022-06-30 $288k 7.8k 36.85
2022-03-31 $326k 7.8k 41.71
2021-12-31 $328k 7.8k 41.97