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SPDR DJ Wilshire Large Cap Value shares owned by GeoWealth Management

Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by GeoWealth Management from 13F filings

Historical chart of GeoWealth Management 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 GeoWealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR DJ Wilshire Large Cap Value by GeoWealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $5.8M 118k 48.74
2024-03-31 $32M 632 50113.92
2022-12-31 $15k 391 38.36
2022-09-30 $13k 391 33.25
2020-12-31 $2.3M 65k 35.40
2020-09-30 $2.3M 75k 30.97
2020-06-30 $1.7M 58k 29.41
2020-03-31 $274k 11k 24.89