Sigma Planning »

SPDR DJ Wilshire Large Cap Value shares owned by Sigma Planning

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

Historical chart of Sigma Planning 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 Sigma Planning 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 Sigma Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 21k 55.33
2025-06-30 $1.2M 22k 52.34
2025-03-31 $1.1M 22k 51.07
2024-12-31 $2.6M 50k 51.14
2024-09-30 $1.4M 27k 52.86
2024-06-30 $1.2M 24k 48.74
2024-03-31 $1.3M 26k 50.10
2023-12-31 $365k 7.8k 46.63
2023-09-30 $1.0M 25k 41.26
2023-06-30 $970k 22k 43.20
2023-03-31 $1.1M 28k 40.72
2022-12-31 $1.2M 30k 38.89
2022-09-30 $1.1M 31k 34.50
2022-06-30 $1.2M 31k 36.83
2022-03-31 $1.3M 32k 41.76
2021-12-31 $1.4M 33k 42.01
2021-09-30 $1.2M 32k 39.00
2021-06-30 $1.2M 31k 39.54
2021-03-31 $1.8M 47k 37.90
2020-12-31 $898k 26k 34.37
2020-09-30 $688k 23k 30.21
2020-06-30 $642k 22k 28.96
2020-03-31 $678k 26k 25.86
2019-12-31 $600k 17k 34.91
2019-09-30 $476k 15k 31.94
2019-06-30 $357k 11k 31.26
2019-03-31 $356k 12k 30.26
2018-12-31 $1.8M 66k 27.16
2018-09-30 $2.1M 66k 31.13
2018-06-30 $2.0M 68k 29.63
2018-03-31 $2.0M 67k 29.40
2017-12-31 $2.1M 69k 30.68
2017-09-30 $2.0M 17k 116.62
2017-06-30 $1.9M 17k 113.65
2017-03-31 $1.9M 17k 112.72
2016-12-31 $1.9M 18k 109.47
2016-09-30 $1.8M 18k 102.92
2016-06-30 $1.7M 17k 100.41
2016-03-31 $1.7M 17k 97.50
2015-12-31 $1.7M 18k 95.89
2015-09-30 $1.6M 18k 90.70
2015-03-31 $371k 3.7k 100.38
2014-12-31 $402k 4.0k 101.52