SPDR DJ Wilshire Large Cap Value shares owned by Lantz Financial
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by Lantz Financial
from 13F filings
Historical chart of Lantz Financial investment in SPDR DJ Wilshire Large Cap Value
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Quarterly reported holdings in SPDR DJ Wilshire Large Cap Value by Lantz Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $721k | 14k | 52.86 |
| 2024-06-30 | $665k | 14k | 48.74 |
| 2024-03-31 | $682k | 14k | 50.10 |
| 2023-12-31 | $673k | 14k | 46.63 |
| 2023-09-30 | $597k | 15k | 41.26 |
| 2023-06-30 | $644k | 15k | 43.20 |
| 2023-03-31 | $704k | 17k | 40.72 |
| 2022-12-31 | $685k | 18k | 38.89 |
| 2022-09-30 | $735k | 21k | 34.50 |
| 2022-06-30 | $1.1M | 29k | 36.83 |
| 2022-03-31 | $1.3M | 32k | 41.75 |
| 2021-12-31 | $1.5M | 36k | 42.00 |
| 2021-09-30 | $1.7M | 44k | 39.01 |
| 2021-06-30 | $2.1M | 52k | 39.54 |
| 2021-03-31 | $2.5M | 66k | 37.90 |
| 2020-12-31 | $2.2M | 65k | 34.39 |
| 2020-09-30 | $1.9M | 62k | 30.20 |
| 2020-06-30 | $1.8M | 62k | 28.97 |
| 2020-03-31 | $1.4M | 54k | 25.84 |
| 2019-12-31 | $1.5M | 42k | 34.91 |
| 2019-09-30 | $1.2M | 37k | 30.98 |
| 2019-06-30 | $788k | 25k | 31.52 |
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