SPDR DJ Wilshire Large Cap Value shares owned by Higgins & Schmidt Wealth Strategies
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by Higgins & Schmidt Wealth Strategies
from 13F filings
Historical chart of Higgins & Schmidt Wealth Strategies investment in SPDR DJ Wilshire Large Cap Value
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Quarterly reported holdings in SPDR DJ Wilshire Large Cap Value by Higgins & Schmidt Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $33M | 588k | 55.33 |
| 2025-06-30 | $30M | 564k | 52.34 |
| 2025-03-31 | $26M | 504k | 51.07 |
| 2024-12-31 | $25M | 484k | 51.14 |
| 2024-09-30 | $13M | 251k | 52.86 |
| 2024-06-30 | $12M | 239k | 48.74 |
| 2024-03-31 | $12M | 233k | 50.10 |
| 2023-12-31 | $11M | 224k | 46.63 |
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