SPDR DJ Wilshire Large Cap Value shares owned by Stone Point Wealth
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by Stone Point Wealth
from 13F filings
Historical chart of Stone Point Wealth investment in SPDR DJ Wilshire Large Cap Value
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Quarterly reported holdings in SPDR DJ Wilshire Large Cap Value by Stone Point Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $11M | 205k | 52.86 |
| 2024-06-30 | $9.8M | 202k | 48.74 |
| 2024-03-31 | $10M | 199k | 50.10 |
| 2023-12-31 | $8.9M | 191k | 46.63 |
| 2023-09-30 | $7.6M | 185k | 41.26 |
| 2023-06-30 | $7.9M | 182k | 43.20 |
| 2023-03-31 | $7.3M | 178k | 40.72 |
| 2022-12-31 | $6.2M | 159k | 38.89 |
| 2022-09-30 | $4.1M | 118k | 34.49 |
| 2022-06-30 | $3.9M | 107k | 36.82 |
| 2022-03-31 | $3.5M | 85k | 41.91 |
| 2021-12-31 | $3.4M | 80k | 41.99 |
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