SFG Wealth Management »

SPDR DJ Wilshire Large Cap Value shares owned by SFG Wealth Management

Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by SFG Wealth Management from 13F filings

Historical chart of SFG Wealth Management 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 SFG Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SPDR DJ Wilshire Large Cap Value by SFG Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $233k 4.4k 52.86
2024-06-30 $233k 4.8k 48.73
2024-03-31 $243k 4.8k 50.10
2023-12-31 $234k 5.0k 46.63
2023-09-30 $213k 5.2k 41.26
2023-06-30 $217k 5.0k 43.20
2023-03-31 $203k 5.0k 40.72
2021-12-31 $2.0M 47k 42.00