SPDR DJ Wilshire Large Cap Value shares owned by Focused Wealth Management
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by Focused Wealth Management
from 13F filings
Historical chart of Focused Wealth Management investment in SPDR DJ Wilshire Large Cap Value
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Quarterly reported holdings in SPDR DJ Wilshire Large Cap Value by Focused Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $329k | 6.2k | 52.86 |
| 2024-06-30 | $319k | 6.5k | 48.74 |
| 2024-03-31 | $331k | 6.6k | 50.10 |
| 2023-12-31 | $310k | 6.6k | 46.63 |
| 2023-09-30 | $281k | 6.8k | 41.26 |
| 2023-06-30 | $380k | 8.8k | 43.20 |
| 2023-03-31 | $361k | 8.9k | 40.72 |
| 2022-12-31 | $345k | 8.9k | 38.89 |
| 2022-09-30 | $322k | 9.3k | 34.48 |
| 2022-06-30 | $351k | 9.5k | 36.78 |
| 2022-03-31 | $404k | 9.7k | 41.73 |
| 2021-12-31 | $407k | 9.7k | 41.99 |
| 2021-09-30 | $377k | 9.7k | 39.00 |
| 2021-06-30 | $403k | 10k | 39.54 |
| 2021-03-31 | $391k | 10k | 37.90 |
| 2020-12-31 | $476k | 14k | 34.39 |
| 2020-09-30 | $420k | 14k | 30.23 |
| 2020-06-30 | $425k | 15k | 29.00 |
| 2020-03-31 | $27M | 1.1M | 25.84 |
| 2019-12-31 | $36M | 1.0M | 34.91 |
| 2019-09-30 | $30M | 935k | 31.96 |
| 2019-06-30 | $30M | 958k | 31.28 |
| 2019-03-31 | $26M | 869k | 30.28 |
| 2018-12-31 | $22M | 802k | 27.16 |
| 2018-09-30 | $24M | 778k | 31.12 |
| 2018-06-30 | $22M | 754k | 29.63 |
| 2018-03-31 | $25M | 853k | 29.40 |
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