SPDR DJ Wilshire Large Cap Value shares owned by Transcend Wealth Collective
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by Transcend Wealth Collective
from 13F filings
Historical chart of Transcend Wealth Collective investment in SPDR DJ Wilshire Large Cap Value
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Quarterly reported holdings in SPDR DJ Wilshire Large Cap Value by Transcend Wealth Collective
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $854k | 17k | 50.10 |
| 2023-12-31 | $795k | 17k | 46.63 |
| 2023-09-30 | $704k | 17k | 41.26 |
| 2023-06-30 | $737k | 17k | 43.20 |
| 2023-03-31 | $570k | 14k | 40.72 |
| 2022-12-31 | $409k | 11k | 38.89 |
| 2022-09-30 | $321k | 9.3k | 34.45 |
| 2020-03-31 | $342k | 13k | 25.81 |
| 2019-12-31 | $558k | 16k | 34.93 |
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