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SPDR DJ Wilshire Large Cap Value shares owned by Breakwater Capital Group

Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by Breakwater Capital Group from 13F filings

Historical chart of Breakwater Capital Group 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 Breakwater Capital Group 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 Breakwater Capital Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.9M 58k 50.10
2023-12-31 $2.7M 58k 46.51
2023-09-30 $3.5M 86k 40.90
2023-06-30 $4.2M 97k 43.20
2023-03-31 $3.9M 95k 40.72
2022-12-31 $4.1M 107k 38.89

More positions owned by Breakwater Capital Group

Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Apple (AAPL)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Cambria Etf Tr Shshld Yield Etf (SYLD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Faln Angls Usd (FALN)
Invesco Exch Traded Fd Tr Ii S&p Smlcap Qty (XSHQ)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)

View all positions for Breakwater Capital Group

Top funds holding SPDR DJ Wilshire Large Cap Value

Hanson McClain Advisors
Horizon Investments
ValMark Advisers
UBS Group
Bank of America Corporation
CWM
Royal Bank of Canada
Raymond James Financial Services Advisors
Advisory Alpha
Jpmorgan Chase & Co
Willis Johnson & Associates
Franklin Resources
Tiaa Trust, National Association
Betterment
HPM Partners

View all funds holding SPDR DJ Wilshire Large Cap Value