SPDR DJ Wilshire Large Cap Value shares owned by Fernwood Investment Management
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by Fernwood Investment Management
from 13F filings
Historical chart of Fernwood Investment Management investment in SPDR DJ Wilshire Large Cap Value
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Quarterly reported holdings in SPDR DJ Wilshire Large Cap Value by Fernwood Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $996k | 19k | 52.86 |
| 2024-06-30 | $1.7M | 36k | 48.74 |
| 2024-03-31 | $1.8M | 36k | 50.10 |
| 2023-12-31 | $1.7M | 36k | 46.63 |
| 2023-09-30 | $1.5M | 36k | 41.26 |
| 2023-06-30 | $1.5M | 36k | 43.20 |
| 2023-03-31 | $1.5M | 36k | 40.72 |
| 2022-12-31 | $1.4M | 35k | 38.89 |
| 2022-09-30 | $1.0M | 29k | 34.50 |
| 2022-06-30 | $1.1M | 29k | 36.81 |
| 2022-03-31 | $1.2M | 28k | 41.75 |
| 2021-12-31 | $1.1M | 26k | 42.00 |
| 2021-09-30 | $964k | 25k | 39.02 |
| 2021-06-30 | $920k | 23k | 39.53 |
| 2021-03-31 | $900k | 24k | 37.91 |
| 2020-12-31 | $815k | 24k | 34.38 |
| 2020-09-30 | $711k | 24k | 30.22 |
| 2020-06-30 | $675k | 23k | 28.99 |
| 2020-03-31 | $594k | 23k | 25.84 |
| 2019-12-31 | $587k | 17k | 34.90 |
| 2019-09-30 | $538k | 17k | 31.99 |
| 2019-06-30 | $526k | 17k | 31.27 |
| 2019-03-31 | $509k | 17k | 30.26 |
| 2018-12-31 | $288k | 11k | 27.11 |
| 2018-09-30 | $331k | 11k | 31.16 |
| 2018-06-30 | $245k | 8.3k | 29.60 |
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