SPDR DJ Wilshire Large Cap Value shares owned by Investments & Financial Planning
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by Investments & Financial Planning
from 13F filings
Historical chart of Investments & Financial Planning investment in SPDR DJ Wilshire Large Cap Value
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Quarterly reported holdings in SPDR DJ Wilshire Large Cap Value by Investments & Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $575k | 11k | 52.86 |
| 2024-06-30 | $538k | 11k | 48.74 |
| 2024-03-31 | $555k | 11k | 50.10 |
| 2023-12-31 | $518k | 11k | 46.63 |
| 2023-09-30 | $497k | 12k | 41.26 |
| 2023-06-30 | $520k | 12k | 43.20 |
| 2023-03-31 | $490k | 12k | 40.72 |
| 2022-12-31 | $451k | 12k | 38.89 |
| 2022-06-30 | $337k | 9.1k | 36.86 |
| 2022-03-31 | $299k | 7.2k | 41.70 |
| 2021-12-31 | $298k | 7.2k | 41.64 |
More positions owned by Investments & Financial Planning
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Top funds holding SPDR DJ Wilshire Large Cap Value
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