SPDR DJ Wilshire Large Cap Value shares owned by Wealth Management Resources
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by Wealth Management Resources
from 13F filings
Historical chart of Wealth Management Resources investment in SPDR DJ Wilshire Large Cap Value
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Quarterly reported holdings in SPDR DJ Wilshire Large Cap Value by Wealth Management Resources
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.5M | 29k | 52.86 |
| 2024-06-30 | $1.3M | 28k | 48.74 |
| 2024-03-31 | $1.3M | 26k | 50.10 |
| 2023-12-31 | $1.1M | 23k | 46.63 |
| 2023-09-30 | $482k | 12k | 41.26 |
| 2023-06-30 | $504k | 12k | 43.20 |
| 2023-03-31 | $469k | 12k | 40.72 |
| 2022-12-31 | $488k | 13k | 38.89 |
| 2022-09-30 | $394k | 11k | 34.42 |
| 2022-06-30 | $452k | 12k | 36.86 |
| 2022-03-31 | $712k | 17k | 41.76 |
| 2021-12-31 | $736k | 18k | 41.99 |
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