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SPDR DJ Wilshire Large Cap Value shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts investment in SPDR DJ Wilshire Large Cap Value

Tip: Access up to 7 years of quarterly data

All positions including SPDR DJ Wilshire Large Cap Value held by Integrated Wealth Concepts 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 Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2023-09-30 $9.7M 234k 41.26
2023-06-30 $11M 256k 43.20
2023-03-31 $4.0M 97k 40.72
2022-12-31 $3.9M 99k 38.89
2022-09-30 $1.2M 36k 34.49
2022-06-30 $1.0M 28k 36.81
2022-03-31 $2.2M 54k 41.76
2021-12-31 $1.6M 38k 42.00
2021-09-30 $2.2M 55k 39.00
2021-06-30 $1.7M 43k 39.53
2021-03-31 $457k 12k 37.92
2020-12-31 $349k 10k 34.35
2020-09-30 $284k 9.4k 30.15
2019-12-31 $560k 16k 34.89