SPDR DJ Wilshire Large Cap Value shares owned by Klingman & Associates
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by Klingman & Associates
from 13F filings
Historical chart of Klingman & Associates investment in SPDR DJ Wilshire Large Cap Value
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Quarterly reported holdings in SPDR DJ Wilshire Large Cap Value by Klingman & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $66M | 1.2M | 55.33 |
| 2025-06-30 | $63M | 1.2M | 52.34 |
| 2025-03-31 | $58M | 1.1M | 51.07 |
| 2024-12-31 | $56M | 1.1M | 51.14 |
| 2024-09-30 | $59M | 1.1M | 52.86 |
| 2024-06-30 | $54M | 1.1M | 48.74 |
| 2024-03-31 | $56M | 1.1M | 50.10 |
| 2023-12-31 | $54M | 1.2M | 46.63 |
| 2023-09-30 | $48M | 1.2M | 41.26 |
| 2023-06-30 | $50M | 1.2M | 43.20 |
| 2023-03-31 | $47M | 1.2M | 40.72 |
| 2022-12-31 | $45M | 1.1M | 38.89 |
| 2022-09-30 | $38M | 1.1M | 34.49 |
| 2022-06-30 | $31M | 835k | 36.82 |
| 2022-03-31 | $37M | 876k | 41.75 |
| 2021-12-31 | $28M | 677k | 42.00 |
| 2021-09-30 | $26M | 676k | 39.00 |
| 2021-06-30 | $27M | 676k | 39.54 |
| 2021-03-31 | $26M | 676k | 37.90 |
| 2020-12-31 | $23M | 674k | 34.39 |
| 2020-09-30 | $20M | 676k | 30.20 |
| 2020-06-30 | $19M | 662k | 28.98 |
| 2020-03-31 | $16M | 630k | 25.84 |
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