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SPDR DJ Wilshire Large Cap Value shares owned by Valtinson Bruner Financial Planning

Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by Valtinson Bruner Financial Planning from 13F filings

Historical chart of Valtinson Bruner Financial Planning 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 Valtinson Bruner Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR DJ Wilshire Large Cap Value by Valtinson Bruner Financial Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $10M 202k 50.10
2023-12-31 $7.2M 155k 46.63
2023-09-30 $6.5M 157k 41.26
2023-06-30 $6.7M 155k 43.20
2023-03-31 $6.9M 169k 40.72
2022-12-31 $6.9M 171k 40.20
2022-09-30 $6.0M 174k 34.49
2022-06-30 $6.0M 163k 36.82
2022-03-31 $6.1M 147k 41.75
2021-12-31 $245k 5.8k 42.08
2021-09-30 $238k 5.8k 40.99
2021-06-30 $231k 5.8k 39.88
2021-03-31 $225k 5.8k 38.93
2019-12-31 $428k 12k 34.81
2019-09-30 $421k 13k 31.93
2019-06-30 $1.4M 45k 31.27
2019-03-31 $1.4M 45k 30.28
2018-12-31 $1.2M 45k 27.15