SPDR DJ Wilshire Large Cap Value shares owned by Kaizen Financial Strategies
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by Kaizen Financial Strategies
from 13F filings
Historical chart of Kaizen Financial Strategies investment in SPDR DJ Wilshire Large Cap Value
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Quarterly reported holdings in SPDR DJ Wilshire Large Cap Value by Kaizen Financial Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $267k | 5.0k | 52.86 |
| 2024-06-30 | $256k | 5.0k | 50.97 |
| 2023-03-31 | $492k | 12k | 40.72 |
| 2022-12-31 | $1.9M | 46k | 41.13 |
| 2022-09-30 | $1.4M | 42k | 34.48 |
| 2022-06-30 | $1.3M | 34k | 36.83 |
| 2022-03-31 | $1.3M | 31k | 41.75 |
| 2021-12-31 | $995k | 24k | 41.98 |
| 2021-09-30 | $328k | 8.4k | 39.02 |
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