SPDR DJ Wilshire Large Cap Value shares owned by Feltz Wealth PLAN
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by Feltz Wealth PLAN
from 13F filings
Historical chart of Feltz Wealth PLAN investment in SPDR DJ Wilshire Large Cap Value
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Quarterly reported holdings in SPDR DJ Wilshire Large Cap Value by Feltz Wealth PLAN
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $630k | 12k | 52.86 |
| 2024-06-30 | $735k | 15k | 48.74 |
| 2024-03-31 | $712k | 14k | 50.10 |
| 2023-12-31 | $641k | 14k | 46.63 |
| 2023-09-30 | $599k | 15k | 41.26 |
| 2023-06-30 | $594k | 14k | 43.20 |
| 2023-03-31 | $0 | 13k | 0.00 |
| 2022-12-31 | $610k | 15k | 41.96 |
| 2022-03-31 | $903k | 23k | 39.69 |
| 2021-12-31 | $938k | 23k | 41.23 |
| 2021-09-30 | $900k | 22k | 41.00 |
| 2021-06-30 | $970k | 20k | 47.62 |
| 2021-03-31 | $807k | 20k | 41.03 |
| 2020-12-31 | $595k | 17k | 35.90 |
| 2020-09-30 | $450k | 15k | 30.77 |
| 2020-06-30 | $461k | 15k | 30.69 |
| 2020-03-31 | $404k | 15k | 26.85 |
| 2019-12-31 | $6.3M | 177k | 35.41 |
| 2019-09-30 | $5.8M | 173k | 33.74 |
| 2019-06-30 | $5.0M | 163k | 30.98 |
| 2019-03-31 | $4.9M | 163k | 30.38 |
| 2018-12-31 | $4.7M | 155k | 30.21 |
| 2018-09-30 | $4.5M | 154k | 29.34 |
| 2018-06-30 | $4.2M | 143k | 29.66 |
| 2018-03-31 | $4.2M | 144k | 29.40 |
| 2017-12-31 | $3.3M | 108k | 30.68 |
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