SPDR DJ Wilshire Large Cap Value shares owned by Independent Advisor Alliance
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by Independent Advisor Alliance
from 13F filings
Historical chart of Independent Advisor Alliance investment in SPDR DJ Wilshire Large Cap Value
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Quarterly reported holdings in SPDR DJ Wilshire Large Cap Value by Independent Advisor Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 41k | 55.33 |
| 2025-06-30 | $1.9M | 36k | 52.34 |
| 2025-03-31 | $1.4M | 28k | 51.07 |
| 2024-12-31 | $80M | 1.6M | 51.14 |
| 2024-09-30 | $1.3M | 25k | 52.86 |
| 2024-06-30 | $1.2M | 24k | 48.74 |
| 2024-03-31 | $1.1M | 22k | 50.10 |
| 2023-12-31 | $394k | 8.5k | 46.63 |
| 2020-03-31 | $368k | 14k | 25.83 |
| 2019-12-31 | $1.2M | 36k | 34.92 |
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