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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

Tip: Access up to 7 years of quarterly data

All positions including SPDR DJ Wilshire Large Cap Value held by Lutz Financial Services consolidated in one spreadsheet with up to 7 years of data

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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
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