SPDR DJ Wilshire Large Cap Value shares owned by Lutz Financial Services
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by Lutz Financial Services
from 13F filings
Historical chart of Lutz Financial Services investment in SPDR DJ Wilshire Large Cap Value
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Quarterly reported holdings in SPDR DJ Wilshire Large Cap Value by Lutz Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $117M | 2.2M | 52.86 |
| 2024-06-30 | $108M | 2.2M | 48.74 |
| 2024-03-31 | $111M | 2.2M | 50.10 |
| 2023-12-31 | $103M | 2.2M | 46.63 |
| 2023-09-30 | $87M | 2.1M | 41.26 |
| 2023-06-30 | $90M | 2.1M | 43.20 |
| 2023-03-31 | $83M | 2.0M | 40.72 |
| 2022-12-31 | $79M | 2.0M | 38.89 |
| 2022-09-30 | $69M | 2.0M | 34.49 |
| 2022-06-30 | $73M | 2.0M | 36.82 |
| 2022-03-31 | $84M | 2.0M | 41.75 |
| 2021-12-31 | $80M | 1.9M | 42.00 |
| 2021-09-30 | $72M | 1.9M | 39.00 |
| 2021-06-30 | $70M | 1.8M | 39.54 |
| 2021-03-31 | $64M | 1.7M | 37.90 |
| 2020-12-31 | $54M | 1.6M | 34.39 |
| 2020-09-30 | $44M | 1.5M | 30.20 |
| 2020-06-30 | $41M | 1.4M | 28.98 |
| 2020-03-31 | $32M | 1.2M | 25.84 |
| 2019-12-31 | $47M | 1.3M | 34.91 |
| 2019-09-30 | $40M | 1.3M | 31.96 |
| 2019-06-30 | $37M | 1.2M | 31.28 |
| 2019-03-31 | $34M | 1.1M | 30.28 |
| 2018-12-31 | $25M | 907k | 27.16 |
| 2018-09-30 | $27M | 866k | 31.12 |
| 2018-06-30 | $19M | 641k | 29.63 |
| 2018-03-31 | $16M | 544k | 29.40 |
| 2017-12-31 | $14M | 444k | 30.68 |
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