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SPDR DJ Wilshire Large Cap Value shares owned by MBL Wealth

Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by MBL Wealth from 13F filings

Historical chart of MBL Wealth 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 MBL Wealth 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 MBL Wealth

Quarter filed Position value Share count Share price at filing
2024-06-30 $421k 8.6k 48.74
2024-03-31 $475k 9.5k 50.10
2023-12-31 $382k 8.2k 46.63
2023-09-30 $334k 8.1k 41.26
2023-06-30 $371k 8.6k 43.20