SPDR DJ Wilshire Large Cap Value shares owned by Waldron
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by Waldron
from 13F filings
Historical chart of Waldron investment in SPDR DJ Wilshire Large Cap Value
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Quarterly reported holdings in SPDR DJ Wilshire Large Cap Value by Waldron
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $992k | 18k | 55.33 |
| 2025-06-30 | $938k | 18k | 52.34 |
| 2025-03-31 | $915k | 18k | 51.07 |
| 2024-12-31 | $917k | 18k | 51.14 |
| 2024-09-30 | $935k | 18k | 52.86 |
| 2024-06-30 | $908k | 19k | 48.74 |
| 2024-03-31 | $934k | 19k | 50.10 |
| 2023-12-31 | $869k | 19k | 46.63 |
| 2023-09-30 | $769k | 19k | 41.26 |
| 2023-06-30 | $805k | 19k | 43.20 |
| 2023-03-31 | $759k | 19k | 40.72 |
| 2022-12-31 | $642k | 19k | 34.45 |
| 2022-09-30 | $642k | 19k | 34.45 |
| 2022-06-30 | $686k | 19k | 36.81 |
| 2022-03-31 | $778k | 19k | 41.74 |
| 2021-12-31 | $782k | 19k | 41.96 |
| 2021-09-30 | $726k | 19k | 38.95 |
| 2021-06-30 | $736k | 19k | 39.49 |
| 2021-03-31 | $706k | 19k | 37.88 |
| 2020-12-31 | $640k | 19k | 34.34 |
| 2020-09-30 | $562k | 19k | 30.16 |
| 2020-06-30 | $392k | 14k | 28.92 |
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