SPDR DJ Wilshire Large Cap Value shares owned by MBM Wealth Consultants
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by MBM Wealth Consultants
from 13F filings
Historical chart of MBM Wealth Consultants investment in SPDR DJ Wilshire Large Cap Value
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Quarterly reported holdings in SPDR DJ Wilshire Large Cap Value by MBM Wealth Consultants
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.7M | 52k | 52.86 |
| 2024-06-30 | $2.5M | 52k | 48.70 |
| 2024-03-31 | $2.4M | 48k | 50.10 |
| 2023-12-31 | $2.2M | 46k | 47.05 |
| 2023-09-30 | $1.8M | 44k | 41.17 |
| 2023-06-30 | $1.8M | 41k | 43.84 |
| 2023-03-31 | $1.6M | 30k | 53.30 |
| 2022-12-31 | $1.2M | 30k | 39.27 |
| 2022-09-30 | $951k | 27k | 35.44 |
| 2022-06-30 | $951k | 26k | 36.80 |
| 2022-03-31 | $1.0M | 25k | 41.77 |
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