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
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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 |
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