SPDR DJ Wilshire Large Cap Value shares owned by Partners in Financial Planning
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by Partners in Financial Planning
from 13F filings
Historical chart of Partners in Financial Planning investment in SPDR DJ Wilshire Large Cap Value
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Quarterly reported holdings in SPDR DJ Wilshire Large Cap Value by Partners in Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.3M | 78k | 55.33 |
| 2025-06-30 | $4.1M | 78k | 52.34 |
| 2025-03-31 | $2.4M | 47k | 51.07 |
| 2024-09-30 | $3.2M | 61k | 52.86 |
| 2024-06-30 | $2.9M | 60k | 48.74 |
| 2024-03-31 | $3.0M | 60k | 50.10 |
| 2023-12-31 | $2.8M | 60k | 46.63 |
| 2023-09-30 | $2.5M | 61k | 41.26 |
| 2023-06-30 | $2.7M | 62k | 43.20 |
| 2023-03-31 | $2.5M | 62k | 40.72 |
| 2022-12-31 | $2.4M | 62k | 39.09 |
| 2022-09-30 | $2.3M | 58k | 39.60 |
| 2022-06-30 | $2.3M | 58k | 38.91 |
| 2022-03-31 | $2.4M | 59k | 40.96 |
| 2021-12-31 | $2.4M | 59k | 41.15 |
| 2021-09-30 | $2.2M | 57k | 39.00 |
| 2021-06-30 | $2.3M | 59k | 39.54 |
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