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SPDR DJ Wilshire Large Cap Value shares owned by Plante Moran Financial Advisors

Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by Plante Moran Financial Advisors from 13F filings

Historical chart of Plante Moran Financial Advisors 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 Plante Moran Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR DJ Wilshire Large Cap Value by Plante Moran Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $87k 1.5k 56.58
2025-12-31 $87k 1.5k 56.81
2025-09-30 $34k 605 55.33
2025-06-30 $32k 605 52.34
2025-03-31 $31k 605 51.07
2024-12-31 $45k 872 51.14
2024-09-30 $46k 872 52.86
2024-06-30 $30k 605 48.74
2024-03-31 $35k 699 50.10
2023-12-31 $28k 605 46.63
2022-09-30 $15k 432 34.72
2022-06-30 $25k 690 36.23
2022-03-31 $39k 930 41.94
2021-12-31 $39k 930 41.94
2021-09-30 $36k 930 38.71
2021-06-30 $37k 930 39.78
2021-03-31 $35k 930 37.63