SPDR DJ Wilshire Large Cap Value shares owned by Pinnacle Wealth Planning Services
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by Pinnacle Wealth Planning Services
from 13F filings
Historical chart of Pinnacle Wealth Planning Services investment in SPDR DJ Wilshire Large Cap Value
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Quarterly reported holdings in SPDR DJ Wilshire Large Cap Value by Pinnacle Wealth Planning Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $24M | 449k | 52.86 |
| 2024-06-30 | $22M | 450k | 48.74 |
| 2024-03-31 | $23M | 451k | 50.10 |
| 2023-12-31 | $21M | 453k | 46.63 |
| 2023-09-30 | $18M | 447k | 41.26 |
| 2023-06-30 | $19M | 449k | 43.20 |
| 2023-03-31 | $20M | 493k | 40.72 |
| 2022-12-31 | $19M | 492k | 38.89 |
| 2022-09-30 | $12M | 349k | 34.49 |
| 2022-06-30 | $11M | 308k | 36.82 |
| 2022-03-31 | $11M | 264k | 41.75 |
| 2021-12-31 | $10M | 242k | 42.00 |
| 2021-09-30 | $9.1M | 254k | 35.92 |
| 2021-06-30 | $9.1M | 249k | 36.35 |
| 2021-03-31 | $6.8M | 247k | 27.63 |
| 2020-12-31 | $10M | 294k | 34.39 |
| 2020-09-30 | $6.9M | 295k | 23.25 |
| 2020-06-30 | $6.3M | 292k | 21.64 |
| 2020-03-31 | $6.3M | 337k | 18.64 |
| 2019-12-31 | $8.9M | 254k | 34.91 |
| 2019-09-30 | $8.6M | 331k | 26.13 |
| 2019-06-30 | $8.1M | 259k | 31.28 |
| 2019-03-31 | $7.7M | 253k | 30.28 |
| 2018-12-31 | $6.9M | 255k | 27.16 |
| 2018-09-30 | $1.7M | 53k | 31.13 |
| 2018-06-30 | $1.4M | 49k | 29.64 |
| 2018-03-31 | $1.3M | 46k | 29.41 |
| 2017-12-31 | $272k | 8.9k | 30.66 |
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