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SPDR DJ Wilshire Large Cap Value shares owned by Arbor Trust Wealth Advisors

Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by Arbor Trust Wealth Advisors from 13F filings

Historical chart of Arbor Trust Wealth 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 Arbor Trust Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR DJ Wilshire Large Cap Value by Arbor Trust Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.3M 89k 48.73
2023-12-31 $969k 21k 46.63

More positions owned by Arbor Trust Wealth Advisors

Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Abbvie (ABBV)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Microsoft Corporation (MSFT)
Apple (AAPL)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Msci Eafe Etf (EFA)
Abbott Laboratories (ABT)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Alphabet Cap Stk Cl A (GOOGL)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Stryker Corporation (SYK)

View all positions for Arbor Trust Wealth Advisors

Top funds holding SPDR DJ Wilshire Large Cap Value

Financial Engines Advisors L.L.C
LPL Financial
Hanson McClain Advisors
Morgan Stanley
ValMark Advisers
UBS Group
Ameriprise Financial
Bank of America Corporation
Horizon Investments
Jpmorgan Chase & Co
CWM
Envestnet Asset Management
Raymond James Financial Services Advisors
Advisory Alpha
Willis Johnson & Associates

View all funds holding SPDR DJ Wilshire Large Cap Value