SPDR DJ Wilshire Large Cap Value shares owned by KWB Wealth
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by KWB Wealth
from 13F filings
Historical chart of KWB Wealth investment in SPDR DJ Wilshire Large Cap Value
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Quarterly reported holdings in SPDR DJ Wilshire Large Cap Value by KWB Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $80M | 1.6M | 48.74 |
| 2024-06-30 | $80M | 1.6M | 50.10 |
| 2024-03-31 | $82M | 1.6M | 50.10 |
| 2023-12-31 | $67M | 1.4M | 46.63 |
| 2023-09-30 | $76M | 1.8M | 43.20 |
| 2023-06-30 | $77M | 1.8M | 43.20 |
| 2023-03-31 | $52M | 1.3M | 38.89 |
| 2022-12-31 | $51M | 1.3M | 38.89 |
| 2022-09-30 | $46M | 1.3M | 34.49 |
| 2022-06-30 | $48M | 1.3M | 36.82 |
| 2022-03-31 | $57M | 1.4M | 42.00 |
| 2021-12-31 | $57M | 1.4M | 42.00 |
| 2021-09-30 | $60M | 1.5M | 39.00 |
| 2021-06-30 | $56M | 1.5M | 37.90 |
| 2021-03-31 | $57M | 1.5M | 37.90 |
| 2020-12-31 | $50M | 1.5M | 34.39 |
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