SPDR DJ Wilshire Large Cap Value shares owned by FirstPurpose Wealth
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by FirstPurpose Wealth
from 13F filings
Historical chart of FirstPurpose Wealth 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 FirstPurpose Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in SPDR DJ Wilshire Large Cap Value by FirstPurpose Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $914k | 19k | 48.73 |
| 2023-12-31 | $861k | 19k | 46.63 |
| 2023-09-30 | $753k | 18k | 41.26 |
| 2023-06-30 | $719k | 17k | 43.20 |
| 2023-03-31 | $575k | 14k | 40.72 |
| 2022-12-31 | $458k | 12k | 38.89 |
| 2022-09-30 | $344k | 10k | 34.53 |
| 2022-06-30 | $247k | 6.7k | 36.89 |
| 2022-03-31 | $210k | 5.0k | 41.68 |
| 2021-12-31 | $258k | 6.1k | 41.99 |
Top funds holding SPDR DJ Wilshire Large Cap Value
View all funds holding SPDR DJ Wilshire Large Cap Value