SPDR DJ Wilshire Large Cap Value shares owned by Phoenix Wealth Advisors
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by Phoenix Wealth Advisors
from 13F filings
Historical chart of Phoenix Wealth Advisors investment in SPDR DJ Wilshire Large Cap Value
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Quarterly reported holdings in SPDR DJ Wilshire Large Cap Value by Phoenix Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.4M | 84k | 52.86 |
| 2024-06-30 | $3.7M | 75k | 48.74 |
| 2024-03-31 | $3.3M | 65k | 50.10 |
| 2023-12-31 | $2.8M | 59k | 46.93 |
| 2023-09-30 | $1.5M | 37k | 41.26 |
| 2023-06-30 | $1.3M | 29k | 43.20 |
| 2023-03-31 | $1.0M | 25k | 40.72 |
| 2022-12-31 | $852k | 22k | 38.89 |
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