SPDR DJ Wilshire Large Cap Value shares owned by Phillips Financial Management
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by Phillips Financial Management
from 13F filings
Historical chart of Phillips Financial Management investment in SPDR DJ Wilshire Large Cap Value
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Quarterly reported holdings in SPDR DJ Wilshire Large Cap Value by Phillips Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $340k | 6.8k | 50.10 |
| 2023-12-31 | $316k | 6.8k | 46.63 |
| 2023-09-30 | $349k | 8.5k | 41.26 |
| 2023-06-30 | $365k | 8.5k | 43.20 |
| 2023-03-31 | $344k | 8.5k | 40.72 |
| 2022-12-31 | $329k | 8.5k | 38.89 |
| 2022-09-30 | $292k | 8.5k | 34.45 |
| 2022-03-31 | $387k | 9.3k | 41.75 |
| 2021-09-30 | $428k | 11k | 39.02 |
| 2021-06-30 | $462k | 12k | 39.58 |
| 2021-03-31 | $519k | 14k | 37.89 |
| 2020-12-31 | $515k | 15k | 34.38 |
| 2020-09-30 | $474k | 16k | 30.21 |
| 2020-06-30 | $455k | 16k | 29.00 |
| 2020-03-31 | $424k | 17k | 24.71 |
| 2019-12-31 | $599k | 17k | 34.91 |
| 2019-09-30 | $697k | 22k | 31.98 |
| 2019-06-30 | $858k | 27k | 31.53 |
| 2019-03-31 | $1.1M | 34k | 30.67 |
| 2018-12-31 | $1.3M | 48k | 27.17 |
| 2018-09-30 | $1.6M | 52k | 31.25 |
| 2018-06-30 | $1.6M | 54k | 29.60 |
| 2018-03-31 | $1.3M | 46k | 29.10 |
| 2017-12-31 | $381k | 12k | 31.22 |
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