SPDR DJ Wilshire Large Cap Value shares owned by Foundations Investment Advisors
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by Foundations Investment Advisors
from 13F filings
Historical chart of Foundations Investment Advisors 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 Foundations Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in SPDR DJ Wilshire Large Cap Value by Foundations Investment Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $6.0M | 114k | 52.86 |
2024-06-30 | $1.6M | 32k | 48.74 |
2024-03-31 | $1.2M | 25k | 50.10 |
2023-12-31 | $1.1M | 22k | 47.19 |
2023-09-30 | $1.2M | 29k | 41.26 |
2023-06-30 | $1.3M | 29k | 43.20 |
2023-03-31 | $2.9M | 70k | 40.72 |
2021-06-30 | $290k | 7.3k | 39.82 |
2018-06-30 | $311k | 11k | 29.64 |
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