SPDR DJ Wilshire Large Cap Value shares owned by Mason Investment Advisory Services
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by Mason Investment Advisory Services
from 13F filings
Historical chart of Mason Investment Advisory Services investment in SPDR DJ Wilshire Large Cap Value
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Quarterly reported holdings in SPDR DJ Wilshire Large Cap Value by Mason Investment Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $918k | 17k | 55.33 |
| 2025-06-30 | $867k | 17k | 52.34 |
| 2025-03-31 | $844k | 17k | 51.07 |
| 2024-12-31 | $845k | 17k | 51.14 |
| 2024-09-30 | $871k | 17k | 52.86 |
| 2024-06-30 | $802k | 17k | 48.74 |
| 2024-03-31 | $823k | 16k | 50.10 |
| 2023-09-30 | $675k | 16k | 41.26 |
| 2023-06-30 | $707k | 16k | 43.20 |
| 2023-03-31 | $666k | 16k | 40.72 |
| 2022-12-31 | $636k | 16k | 38.89 |
| 2022-09-30 | $564k | 16k | 34.49 |
| 2022-06-30 | $602k | 16k | 36.82 |
| 2022-03-31 | $683k | 16k | 41.75 |
| 2021-12-31 | $687k | 16k | 42.00 |
| 2021-09-30 | $638k | 16k | 39.00 |
| 2021-06-30 | $647k | 16k | 39.54 |
| 2021-03-31 | $620k | 16k | 37.90 |
| 2020-12-31 | $563k | 16k | 34.39 |
| 2020-09-30 | $494k | 16k | 30.20 |
| 2020-06-30 | $474k | 16k | 28.98 |
| 2020-03-31 | $2.2M | 85k | 25.84 |
| 2019-12-31 | $4.1M | 116k | 34.91 |
| 2019-09-30 | $3.7M | 116k | 31.96 |
| 2019-06-30 | $3.6M | 116k | 31.28 |
| 2019-03-31 | $3.9M | 128k | 30.28 |
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