SPDR DJ Wilshire Large Cap Value shares owned by Fortis Group Advisors
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by Fortis Group Advisors
from 13F filings
Historical chart of Fortis Group Advisors investment in SPDR DJ Wilshire Large Cap Value
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Quarterly reported holdings in SPDR DJ Wilshire Large Cap Value by Fortis Group Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $636k | 11k | 55.98 |
| 2025-06-30 | $603k | 11k | 52.83 |
| 2025-03-31 | $537k | 11k | 51.07 |
| 2024-12-31 | $508k | 9.9k | 51.14 |
| 2024-09-30 | $491k | 9.3k | 52.86 |
| 2024-06-30 | $578k | 12k | 48.74 |
| 2024-03-31 | $561k | 11k | 50.10 |
| 2023-12-31 | $428k | 11k | 40.72 |
| 2023-09-30 | $428k | 11k | 40.72 |
| 2023-06-30 | $455k | 11k | 43.20 |
| 2023-03-31 | $435k | 11k | 41.43 |
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