SPDR DJ Wilshire Large Cap Value shares owned by Winch Advisory Services
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by Winch Advisory Services
from 13F filings
Historical chart of Winch Advisory Services investment in SPDR DJ Wilshire Large Cap Value
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Quarterly reported holdings in SPDR DJ Wilshire Large Cap Value by Winch Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $243k | 4.6k | 52.86 |
| 2024-06-30 | $216k | 4.4k | 48.74 |
| 2024-03-31 | $202k | 4.0k | 50.09 |
| 2023-12-31 | $187k | 4.0k | 46.63 |
| 2023-09-30 | $165k | 4.0k | 41.34 |
| 2023-06-30 | $105k | 2.4k | 43.14 |
| 2023-03-31 | $99k | 2.4k | 40.86 |
| 2022-12-31 | $94k | 2.4k | 38.94 |
| 2022-09-30 | $74k | 2.1k | 34.71 |
| 2022-06-30 | $114k | 3.1k | 36.79 |
| 2022-03-31 | $8.4M | 201k | 41.75 |
| 2021-12-31 | $8.6M | 205k | 42.00 |
| 2021-09-30 | $7.8M | 201k | 39.00 |
| 2021-06-30 | $11M | 277k | 39.54 |
| 2021-03-31 | $10M | 270k | 37.90 |
| 2020-12-31 | $9.3M | 270k | 34.39 |
| 2020-09-30 | $2.9M | 96k | 30.20 |
| 2020-06-30 | $2.7M | 92k | 28.98 |
| 2020-03-31 | $39k | 1.5k | 25.76 |
| 2019-12-31 | $5.9M | 169k | 34.91 |
| 2019-09-30 | $5.2M | 163k | 31.96 |
| 2019-06-30 | $5.0M | 160k | 31.28 |
| 2019-03-31 | $9.5M | 313k | 30.28 |
| 2018-12-31 | $7.7M | 285k | 27.16 |
| 2018-09-30 | $9.1M | 291k | 31.12 |
| 2018-06-30 | $4.1M | 138k | 29.63 |
| 2018-03-31 | $4.2M | 143k | 29.40 |
| 2017-12-31 | $99k | 3.2k | 30.60 |
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