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
Tip: Access up to 7 years of quarterly data
All positions including SPDR DJ Wilshire Large Cap Value held by Wells Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in SPDR DJ Wilshire Large Cap Value by Wells Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $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 |
Top funds holding SPDR DJ Wilshire Large Cap Value
View all funds holding SPDR DJ Wilshire Large Cap Value