SPDR DJ Wilshire Large Cap Value shares owned by WCG Wealth Advisors
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by WCG Wealth Advisors
from 13F filings
Historical chart of WCG Wealth Advisors investment in SPDR DJ Wilshire Large Cap Value
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Quarterly reported holdings in SPDR DJ Wilshire Large Cap Value by WCG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.3M | 62k | 52.86 |
| 2024-06-30 | $2.2M | 45k | 48.74 |
| 2024-03-31 | $1.9M | 38k | 50.10 |
| 2023-12-31 | $1.6M | 33k | 46.62 |
| 2023-09-30 | $1.3M | 32k | 41.25 |
| 2023-06-30 | $573k | 13k | 43.18 |
| 2023-03-31 | $561k | 14k | 40.72 |
| 2022-12-31 | $678k | 17k | 38.89 |
| 2022-09-30 | $611k | 18k | 34.48 |
| 2022-06-30 | $219k | 7.8k | 28.10 |
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