SPDR DJ Wilshire Large Cap Value shares owned by Patriot Financial Group Insurance Agency
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by Patriot Financial Group Insurance Agency
from 13F filings
Historical chart of Patriot Financial Group Insurance Agency 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 Patriot Financial Group Insurance Agency 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 Patriot Financial Group Insurance Agency
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $550k | 10k | 52.86 |
| 2024-06-30 | $484k | 9.9k | 48.74 |
| 2024-03-31 | $434k | 8.7k | 50.10 |
| 2023-06-30 | $8.1M | 187k | 43.20 |
| 2023-03-31 | $7.8M | 191k | 40.72 |
| 2022-12-31 | $7.3M | 189k | 38.89 |
| 2022-09-30 | $5.9M | 172k | 34.49 |
| 2022-06-30 | $5.8M | 158k | 36.82 |
| 2022-03-31 | $5.7M | 136k | 41.75 |
| 2021-12-31 | $5.5M | 131k | 42.00 |
| 2021-09-30 | $4.3M | 110k | 39.00 |
| 2021-06-30 | $737k | 19k | 39.54 |
| 2021-03-31 | $61k | 1.6k | 37.98 |
| 2020-12-31 | $71k | 2.1k | 34.62 |
| 2020-09-30 | $35k | 1.2k | 30.17 |
| 2020-06-30 | $34k | 1.2k | 28.81 |
| 2020-03-31 | $46k | 1.8k | 25.57 |
| 2019-12-31 | $1.2M | 51k | 23.08 |
| 2019-09-30 | $199k | 6.2k | 32.03 |
| 2019-06-30 | $154k | 4.9k | 31.51 |
| 2019-03-31 | $82k | 2.7k | 30.29 |
| 2018-12-31 | $59k | 2.2k | 27.06 |
| 2018-09-30 | $6.0k | 186 | 32.26 |
More positions owned by Patriot Financial Group Insurance Agency
View all positions for Patriot Financial Group Insurance Agency
Top funds holding SPDR DJ Wilshire Large Cap Value
View all funds holding SPDR DJ Wilshire Large Cap Value