SPDR DJ Wilshire Large Cap Value shares owned by Grimes & Company
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by Grimes & Company
from 13F filings
Historical chart of Grimes & Company investment in SPDR DJ Wilshire Large Cap Value
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All positions including SPDR DJ Wilshire Large Cap Value held by Grimes & Company consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $411k | 7.8k | 52.86 |
2024-06-30 | $344k | 7.1k | 48.74 |
2024-03-31 | $346k | 6.9k | 50.10 |
2023-12-31 | $327k | 7.0k | 46.63 |
2023-09-30 | $330k | 8.0k | 41.26 |
2023-06-30 | $332k | 7.7k | 43.20 |
2023-03-31 | $353k | 8.7k | 40.72 |
2022-12-31 | $305k | 7.8k | 38.89 |
2022-09-30 | $238k | 6.8k | 35.09 |
2022-06-30 | $245k | 6.7k | 36.59 |
2022-03-31 | $269k | 6.5k | 41.01 |
2021-12-31 | $277k | 6.6k | 41.96 |
2021-09-30 | $257k | 6.6k | 38.93 |
2021-06-30 | $260k | 6.6k | 39.51 |
2021-03-31 | $247k | 6.5k | 37.87 |
2020-12-31 | $220k | 6.4k | 34.33 |
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