SPDR DJ Wilshire Large Cap Value shares owned by Private Wealth Group
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by Private Wealth Group
from 13F filings
Historical chart of Private 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 Private Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $14M | 263k | 52.86 |
| 2024-06-30 | $13M | 268k | 48.74 |
| 2024-03-31 | $13M | 267k | 50.10 |
| 2023-12-31 | $12M | 262k | 46.63 |
| 2023-09-30 | $10M | 248k | 41.26 |
| 2023-06-30 | $6.4M | 149k | 43.20 |
| 2023-03-31 | $4.7M | 116k | 40.72 |
| 2022-12-31 | $4.5M | 116k | 38.89 |
| 2022-09-30 | $4.0M | 115k | 34.49 |
| 2022-06-30 | $3.9M | 106k | 36.82 |
| 2022-03-31 | $4.5M | 107k | 41.75 |
| 2021-12-31 | $3.9M | 92k | 42.00 |
| 2021-09-30 | $3.4M | 87k | 39.00 |
| 2021-06-30 | $3.3M | 83k | 39.54 |
| 2021-03-31 | $2.1M | 57k | 37.91 |
| 2020-12-31 | $672k | 20k | 34.38 |
| 2020-06-30 | $262k | 9.1k | 28.95 |
| 2020-03-31 | $234k | 9.1k | 25.86 |
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