SPDR DJ Wilshire Large Cap Value shares owned by Wallace Advisory Group
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by Wallace Advisory Group
from 13F filings
Historical chart of Wallace Advisory Group 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 Wallace Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in SPDR DJ Wilshire Large Cap Value by Wallace Advisory Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $657k | 14k | 48.74 |
2024-06-30 | $657k | 14k | 48.74 |
2024-03-31 | $490k | 11k | 46.63 |
2023-12-31 | $476k | 12k | 41.26 |
2023-09-30 | $501k | 12k | 43.20 |
2023-06-30 | $484k | 12k | 40.72 |
2023-03-31 | $484k | 12k | 40.72 |
2022-12-31 | $460k | 12k | 38.89 |
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