SPDR DJ Wilshire Large Cap Value shares owned by J.w. Cole Advisors
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by J.w. Cole Advisors
from 13F filings
Historical chart of J.w. Cole Advisors investment in SPDR DJ Wilshire Large Cap Value
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Quarterly reported holdings in SPDR DJ Wilshire Large Cap Value by J.w. Cole Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $5.9M | 118k | 50.10 |
| 2023-12-31 | $5.5M | 118k | 46.63 |
| 2023-09-30 | $794k | 19k | 41.26 |
| 2023-06-30 | $804k | 19k | 43.20 |
| 2023-03-31 | $726k | 18k | 40.72 |
| 2022-12-31 | $596k | 15k | 38.89 |
| 2022-09-30 | $422k | 12k | 34.50 |
| 2022-06-30 | $456k | 12k | 36.79 |
| 2022-03-31 | $453k | 11k | 41.77 |
| 2021-12-31 | $483k | 12k | 42.00 |
| 2021-06-30 | $413k | 10k | 39.53 |
| 2021-03-31 | $405k | 11k | 37.89 |
| 2020-12-31 | $335k | 9.7k | 34.38 |
| 2020-09-30 | $270k | 8.9k | 30.24 |
| 2020-06-30 | $395k | 14k | 28.98 |
| 2019-12-31 | $254k | 7.3k | 34.87 |
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