SPDR DJ Wilshire Large Cap Value shares owned by Independent Financial Group
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by Independent Financial Group
from 13F filings
Historical chart of Independent Financial Group investment in SPDR DJ Wilshire Large Cap Value
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Quarterly reported holdings in SPDR DJ Wilshire Large Cap Value by Independent Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $8.8M | 156k | 56.58 |
| 2025-09-30 | $6.0M | 109k | 55.33 |
| 2025-06-30 | $7.0M | 134k | 52.34 |
| 2025-03-31 | $3.9M | 77k | 51.07 |
| 2024-12-31 | $3.5M | 68k | 51.14 |
| 2024-09-30 | $2.8M | 54k | 52.86 |
| 2024-06-30 | $2.3M | 47k | 48.74 |
| 2024-03-31 | $2.3M | 45k | 50.10 |
| 2023-12-31 | $2.0M | 44k | 46.63 |
| 2023-09-30 | $1.1M | 27k | 41.26 |
| 2023-06-30 | $1.1M | 26k | 43.20 |
| 2023-03-31 | $884k | 22k | 40.72 |
| 2022-12-31 | $821k | 21k | 38.89 |
| 2022-09-30 | $623k | 18k | 34.49 |
| 2022-06-30 | $472k | 13k | 36.82 |
| 2022-03-31 | $284k | 6.8k | 41.75 |
| 2021-12-31 | $282k | 6.7k | 42.00 |
| 2021-09-30 | $228k | 5.8k | 39.00 |
| 2021-03-31 | $215k | 5.7k | 37.90 |
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