SPDR DJ Wilshire Large Cap Value shares owned by Private Advisor
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by Private Advisor
from 13F filings
Historical chart of Private Advisor investment in SPDR DJ Wilshire Large Cap Value
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Quarterly reported holdings in SPDR DJ Wilshire Large Cap Value by Private Advisor
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $117M | 2.3M | 50.10 |
| 2023-12-31 | $104M | 2.2M | 46.63 |
| 2023-09-30 | $78M | 1.9M | 41.26 |
| 2023-06-30 | $73M | 1.7M | 43.25 |
| 2023-03-31 | $59M | 1.5M | 40.72 |
| 2022-12-31 | $966k | 1.3M | 0.74 |
| 2022-09-30 | $33M | 969k | 34.49 |
| 2022-06-30 | $31M | 850k | 36.82 |
| 2022-03-31 | $26M | 625k | 42.00 |
| 2021-12-31 | $26M | 625k | 42.00 |
| 2021-09-30 | $20M | 505k | 39.00 |
| 2021-06-30 | $18M | 454k | 39.54 |
| 2021-03-31 | $16M | 412k | 37.90 |
| 2020-12-31 | $11M | 321k | 34.39 |
| 2020-09-30 | $8.5M | 282k | 30.20 |
| 2020-06-30 | $18M | 622k | 28.98 |
| 2020-03-31 | $16M | 619k | 25.84 |
| 2019-12-31 | $5.4M | 156k | 34.91 |
| 2019-09-30 | $2.8M | 87k | 31.96 |
| 2019-06-30 | $2.7M | 87k | 31.28 |
| 2019-03-31 | $2.4M | 80k | 30.28 |
| 2018-12-31 | $2.0M | 75k | 27.16 |
| 2018-09-30 | $2.1M | 67k | 31.12 |
| 2018-06-30 | $463k | 16k | 29.59 |
| 2018-03-31 | $1.3M | 45k | 29.40 |
| 2017-12-31 | $369k | 12k | 30.94 |
| 2017-09-30 | $1.0M | 8.7k | 117.62 |
| 2017-06-30 | $676k | 6.0k | 113.61 |
| 2017-03-31 | $282k | 2.5k | 111.73 |
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