SPDR DJ Wilshire Large Cap Value shares owned by Sontag Advisory
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by Sontag Advisory
from 13F filings
Historical chart of Sontag Advisory investment in SPDR DJ Wilshire Large Cap Value
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Quarterly reported holdings in SPDR DJ Wilshire Large Cap Value by Sontag Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.4M | 43k | 55.33 |
| 2025-06-30 | $2.2M | 42k | 52.34 |
| 2025-03-31 | $2.5M | 49k | 51.07 |
| 2024-12-31 | $2.4M | 47k | 51.14 |
| 2024-09-30 | $1.5M | 29k | 52.86 |
| 2024-06-30 | $1.3M | 26k | 48.74 |
| 2024-03-31 | $1.3M | 25k | 50.10 |
| 2023-12-31 | $1.1M | 25k | 46.63 |
| 2023-09-30 | $373k | 9.0k | 41.26 |
| 2023-06-30 | $1.4M | 34k | 43.20 |
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