SPDR DJ Wilshire Large Cap Value shares owned by Wells Financial Advisors
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by Wells Financial Advisors
from 13F filings
Historical chart of Wells Financial Advisors investment in SPDR DJ Wilshire Large Cap Value
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Quarterly reported holdings in SPDR DJ Wilshire Large Cap Value by Wells Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.0M | 58k | 52.86 |
| 2024-06-30 | $11M | 220k | 48.74 |
| 2024-03-31 | $12M | 242k | 50.10 |
| 2023-09-30 | $10M | 248k | 41.26 |
| 2023-06-30 | $11M | 246k | 43.20 |
| 2023-03-31 | $14M | 338k | 40.72 |
| 2022-12-31 | $13M | 342k | 38.89 |
| 2022-09-30 | $11M | 305k | 34.49 |
| 2022-06-30 | $11M | 292k | 36.82 |
| 2022-03-31 | $4.4M | 106k | 41.75 |
| 2021-12-31 | $4.1M | 97k | 42.00 |
| 2021-09-30 | $7.2M | 186k | 39.00 |
| 2021-06-30 | $7.3M | 184k | 39.54 |
| 2021-03-31 | $7.0M | 185k | 37.90 |
| 2020-12-31 | $1.5M | 45k | 34.38 |
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