SPDR DJ Wilshire Large Cap Value shares owned by Topel & Distasi Wealth Management
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by Topel & Distasi Wealth Management
from 13F filings
Historical chart of Topel & Distasi Wealth Management 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 Topel & Distasi Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in SPDR DJ Wilshire Large Cap Value by Topel & Distasi Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.8M | 92k | 52.86 |
| 2024-06-30 | $4.5M | 92k | 48.74 |
| 2024-03-31 | $4.6M | 92k | 50.10 |
| 2023-12-31 | $4.3M | 92k | 46.63 |
| 2023-09-30 | $3.8M | 92k | 41.26 |
| 2023-06-30 | $4.0M | 92k | 43.20 |
| 2023-03-31 | $3.7M | 92k | 40.72 |
| 2022-12-31 | $3.6M | 92k | 38.89 |
| 2022-09-30 | $3.6M | 92k | 39.36 |
| 2022-06-30 | $3.4M | 92k | 36.82 |
| 2022-03-31 | $3.8M | 92k | 41.75 |
| 2021-12-31 | $3.9M | 92k | 42.00 |
More positions owned by Topel & Distasi Wealth Management
View all positions for Topel & Distasi Wealth Management
Top funds holding SPDR DJ Wilshire Large Cap Value
View all funds holding SPDR DJ Wilshire Large Cap Value