SPDR DJ Wilshire Large Cap Value shares owned by Retirement Financial Solutions
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by Retirement Financial Solutions
from 13F filings
Historical chart of Retirement Financial Solutions investment in SPDR DJ Wilshire Large Cap Value
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Quarterly reported holdings in SPDR DJ Wilshire Large Cap Value by Retirement Financial Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $20M | 373k | 52.86 |
| 2024-06-30 | $18M | 368k | 48.74 |
| 2024-03-31 | $16M | 326k | 50.10 |
| 2023-12-31 | $14M | 298k | 46.63 |
| 2023-09-30 | $11M | 276k | 41.26 |
| 2023-06-30 | $10M | 240k | 43.20 |
| 2023-03-31 | $8.5M | 209k | 40.72 |
| 2022-12-31 | $7.8M | 201k | 38.89 |
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