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
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Quarterly reported holdings in SPDR DJ Wilshire Large Cap Value by Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |
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