SPDR DJ Wilshire Large Cap Value shares owned by Simplicity Wealth
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by Simplicity Wealth
from 13F filings
Historical chart of Simplicity Wealth investment in SPDR DJ Wilshire Large Cap Value
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Quarterly reported holdings in SPDR DJ Wilshire Large Cap Value by Simplicity Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $433k | 8.2k | 52.86 |
| 2024-06-30 | $226k | 4.6k | 48.74 |
| 2024-03-31 | $339k | 6.8k | 50.10 |
| 2023-06-30 | $276k | 6.4k | 43.20 |
| 2022-12-31 | $303k | 7.8k | 38.89 |
| 2022-09-30 | $3.0M | 86k | 34.49 |
| 2022-06-30 | $3.3M | 89k | 36.82 |
| 2022-03-31 | $5.8M | 140k | 41.75 |
| 2021-12-31 | $11M | 260k | 42.00 |
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