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
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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 |
|---|---|---|---|
| 2025-09-30 | $3.9M | 71k | 55.33 |
| 2025-06-30 | $3.7M | 71k | 52.34 |
| 2025-03-31 | $3.6M | 71k | 51.07 |
| 2024-12-31 | $4.7M | 92k | 51.14 |
| 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 |
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