SPDR DJ Wilshire Large Cap Value shares owned by Portside Wealth Group
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by Portside Wealth Group
from 13F filings
Historical chart of Portside Wealth Group investment in SPDR DJ Wilshire Large Cap Value
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Quarterly reported holdings in SPDR DJ Wilshire Large Cap Value by Portside Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $9.1M | 172k | 52.86 |
| 2024-06-30 | $7.6M | 156k | 48.74 |
| 2024-03-31 | $5.5M | 110k | 50.10 |
| 2023-12-31 | $4.8M | 104k | 46.63 |
| 2023-09-30 | $4.2M | 103k | 41.27 |
| 2023-06-30 | $4.3M | 99k | 43.20 |
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