SPDR DJ Wilshire Large Cap Value shares owned by Juncture Wealth Strategies
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by Juncture Wealth Strategies
from 13F filings
Historical chart of Juncture Wealth Strategies investment in SPDR DJ Wilshire Large Cap Value
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Quarterly reported holdings in SPDR DJ Wilshire Large Cap Value by Juncture Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $9.5M | 181k | 52.86 |
| 2024-06-30 | $9.6M | 198k | 48.74 |
| 2024-03-31 | $10M | 205k | 50.10 |
| 2023-12-31 | $9.6M | 206k | 46.63 |
| 2023-09-30 | $8.5M | 206k | 41.26 |
| 2023-06-30 | $9.2M | 212k | 43.20 |
| 2023-03-31 | $9.1M | 225k | 40.72 |
| 2022-12-31 | $9.1M | 233k | 38.89 |
| 2022-09-30 | $8.4M | 243k | 34.49 |
| 2022-06-30 | $10M | 274k | 36.82 |
| 2022-03-31 | $12M | 278k | 41.75 |
| 2021-12-31 | $12M | 281k | 42.00 |
| 2021-09-30 | $11M | 278k | 39.00 |
| 2021-06-30 | $10M | 254k | 40.44 |
| 2021-03-31 | $9.8M | 258k | 38.09 |
| 2020-12-31 | $11M | 326k | 34.39 |
| 2020-09-30 | $9.7M | 320k | 30.20 |
| 2020-06-30 | $8.9M | 308k | 28.98 |
| 2020-03-31 | $5.1M | 199k | 25.84 |
| 2019-12-31 | $6.1M | 175k | 34.91 |
| 2019-09-30 | $5.4M | 170k | 31.96 |
| 2019-06-30 | $4.1M | 132k | 31.28 |
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