SPDR DJ Wilshire Large Cap Value shares owned by Summit Financial
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by Summit Financial
from 13F filings
Historical chart of Summit Financial investment in SPDR DJ Wilshire Large Cap Value
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Quarterly reported holdings in SPDR DJ Wilshire Large Cap Value by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $10M | 188k | 52.86 |
| 2024-06-30 | $7.1M | 145k | 48.74 |
| 2024-03-31 | $5.9M | 117k | 50.10 |
| 2023-12-31 | $5.2M | 112k | 46.63 |
| 2023-09-30 | $2.8M | 69k | 41.26 |
| 2023-06-30 | $2.3M | 52k | 43.20 |
| 2023-03-31 | $1.7M | 42k | 40.72 |
| 2022-12-31 | $1.4M | 37k | 38.89 |
| 2022-09-30 | $1.2M | 34k | 34.49 |
| 2022-06-30 | $838k | 23k | 36.82 |
| 2022-03-31 | $1.0M | 24k | 41.75 |
| 2021-12-31 | $843k | 20k | 42.00 |
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