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SPDR DJ Wilshire Large Cap Value shares owned by Heritage Wealth Advisors

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

Historical chart of Heritage Wealth Advisors investment in SPDR DJ Wilshire Large Cap Value

Jul 2022Jan 2023Jul 2023Jan 2024Jul 202480k90k100k110k21992,199.522002,200.52201
Value ($)Share countHistorical SPYV position of Heritage Wealth Advisors Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including SPDR DJ Wilshire Large Cap Value held by Heritage Wealth Advisors 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 Heritage Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $116k 2.2k 52.86
2024-06-30 $107k 2.2k 48.74
2024-03-31 $110k 2.2k 50.10
2023-12-31 $103k 2.2k 46.63
2023-09-30 $91k 2.2k 41.26
2023-06-30 $95k 2.2k 43.20
2023-03-31 $90k 2.2k 40.72
2022-12-31 $86k 2.2k 38.89
2022-09-30 $76k 2.2k 34.55
2022-06-30 $81k 2.2k 36.82