SPDR DJ Wilshire Large Cap Value shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management 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 Monticello Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in SPDR DJ Wilshire Large Cap Value by Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $9.8M | 197k | 50.10 |
| 2024-06-30 | $7.9M | 161k | 48.74 |
| 2024-03-31 | $9.8M | 197k | 50.10 |
| 2023-12-31 | $11M | 229k | 46.63 |
| 2023-09-30 | $11M | 262k | 41.26 |
| 2023-06-30 | $11M | 262k | 43.20 |
| 2023-03-31 | $9.6M | 246k | 38.89 |
| 2022-12-31 | $9.6M | 246k | 38.89 |
| 2022-09-30 | $8.1M | 234k | 34.49 |
| 2022-06-30 | $8.6M | 233k | 36.82 |
| 2022-03-31 | $9.3M | 224k | 41.75 |
| 2021-12-31 | $6.7M | 159k | 42.00 |
| 2021-09-30 | $5.9M | 151k | 39.00 |
| 2021-06-30 | $5.8M | 146k | 39.54 |
| 2021-03-31 | $5.3M | 139k | 37.90 |
| 2020-12-31 | $4.8M | 141k | 34.39 |
More positions owned by Monticello Wealth Management
View all positions for Monticello Wealth Management
Top funds holding SPDR DJ Wilshire Large Cap Value
View all funds holding SPDR DJ Wilshire Large Cap Value