SPDR DJ Wilshire Large Cap Value shares owned by Horizon Family Wealth
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by Horizon Family Wealth
from 13F filings
Historical chart of Horizon Family Wealth investment in SPDR DJ Wilshire Large Cap Value
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All positions including SPDR DJ Wilshire Large Cap Value held by Horizon Family Wealth 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 |
---|---|---|---|
2024-03-31 | $4.7M | 94k | 50.10 |
2023-12-31 | $4.3M | 93k | 46.63 |
2023-09-30 | $3.8M | 93k | 41.26 |
2023-06-30 | $3.9M | 91k | 43.20 |
2023-03-31 | $3.8M | 93k | 40.72 |
2022-12-31 | $3.6M | 93k | 38.89 |
2022-09-30 | $3.6M | 106k | 34.49 |
2022-06-30 | $3.9M | 105k | 36.82 |
2022-03-31 | $4.0M | 96k | 41.75 |
2021-12-31 | $4.1M | 97k | 42.00 |
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