SPDR DJ Wilshire Large Cap Value shares owned by Sharkey, Howes & Javer
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by Sharkey, Howes & Javer
from 13F filings
Historical chart of Sharkey, Howes & Javer investment in SPDR DJ Wilshire Large Cap Value
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Quarterly reported holdings in SPDR DJ Wilshire Large Cap Value by Sharkey, Howes & Javer
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.4M | 80k | 55.33 |
| 2025-06-30 | $4.4M | 85k | 52.34 |
| 2025-03-31 | $4.0M | 78k | 51.07 |
| 2024-12-31 | $3.4M | 67k | 51.14 |
| 2024-09-30 | $3.2M | 61k | 52.86 |
| 2024-06-30 | $3.1M | 63k | 48.74 |
| 2024-03-31 | $3.2M | 64k | 50.10 |
| 2023-12-31 | $1.5M | 33k | 46.63 |
| 2023-09-30 | $1.5M | 36k | 41.26 |
| 2023-06-30 | $2.3M | 54k | 43.20 |
| 2023-03-31 | $3.3M | 81k | 40.72 |
| 2022-12-31 | $3.7M | 94k | 38.89 |
| 2022-09-30 | $5.3M | 153k | 34.49 |
| 2022-06-30 | $261k | 7.1k | 36.86 |
| 2022-03-31 | $296k | 7.1k | 41.81 |
| 2021-12-31 | $297k | 7.1k | 41.95 |
| 2021-09-30 | $276k | 7.1k | 38.98 |
| 2021-06-30 | $280k | 7.1k | 39.55 |
| 2021-03-31 | $268k | 7.1k | 37.85 |
| 2020-12-31 | $267k | 7.8k | 34.37 |
| 2020-09-30 | $235k | 7.8k | 30.25 |
| 2020-06-30 | $225k | 7.8k | 28.97 |
| 2020-03-31 | $219k | 8.5k | 25.90 |
| 2019-12-31 | $295k | 8.5k | 34.89 |
| 2019-09-30 | $270k | 8.5k | 31.93 |
| 2019-06-30 | $265k | 8.5k | 31.34 |
| 2019-03-31 | $256k | 8.5k | 30.27 |
| 2018-12-31 | $192k | 7.1k | 27.12 |
| 2018-09-30 | $220k | 7.1k | 31.07 |
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