SPDR DJ Wilshire Large Cap Value shares owned by Financial Planning & Information Services
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by Financial Planning & Information Services
from 13F filings
Historical chart of Financial Planning & Information Services investment in SPDR DJ Wilshire Large Cap Value
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Quarterly reported holdings in SPDR DJ Wilshire Large Cap Value by Financial Planning & Information Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $10M | 195k | 52.86 |
| 2024-06-30 | $8.3M | 169k | 48.74 |
| 2024-03-31 | $8.5M | 170k | 50.10 |
| 2023-09-30 | $7.0M | 170k | 41.26 |
| 2023-06-30 | $7.4M | 172k | 43.20 |
| 2023-03-31 | $7.1M | 175k | 40.72 |
| 2022-12-31 | $6.8M | 175k | 38.89 |
| 2022-09-30 | $6.2M | 179k | 34.49 |
| 2022-06-30 | $6.4M | 175k | 36.82 |
| 2022-03-31 | $7.1M | 171k | 41.75 |
| 2021-12-31 | $7.3M | 174k | 42.00 |
| 2021-09-30 | $6.6M | 170k | 39.00 |
| 2021-06-30 | $6.4M | 161k | 39.54 |
| 2021-03-31 | $6.4M | 170k | 37.90 |
| 2020-12-31 | $5.7M | 166k | 34.39 |
| 2020-09-30 | $3.8M | 124k | 30.20 |
| 2020-06-30 | $3.1M | 106k | 28.98 |
| 2020-03-31 | $2.3M | 90k | 25.84 |
| 2019-12-31 | $3.0M | 86k | 34.90 |
| 2019-09-30 | $2.7M | 85k | 31.96 |
| 2019-06-30 | $2.4M | 78k | 31.28 |
| 2019-03-31 | $2.3M | 76k | 30.28 |
| 2018-12-31 | $2.0M | 72k | 27.16 |
| 2018-09-30 | $2.1M | 68k | 31.12 |
| 2018-06-30 | $1.9M | 65k | 29.64 |
| 2018-03-31 | $1.6M | 54k | 29.40 |
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