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SPDR DJ Wilshire Large Cap Value shares owned by Geller Family Office Services

Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by Geller Family Office Services from 13F filings

Historical chart of Geller Family Office Services 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 Geller Family Office Services 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 Geller Family Office Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $603k 13k 46.63
2023-09-30 $534k 13k 41.26
2023-06-30 $559k 13k 43.20

More positions owned by Geller Family Office Services

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
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Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Ishares Tr Rus 2000 Grw Etf (IWO)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
Ishares Tr S&p 100 Etf (OEF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Russell 3000 Etf (IWV)
NVIDIA Corporation (NVDA)
Morgan Stanley Com New (MS)

View all positions for Geller Family Office Services

Top funds holding SPDR DJ Wilshire Large Cap Value

Hanson McClain Advisors
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ValMark Advisers
Advisor Group Holdings
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
Betterment
Tiaa Trust, National Association

View all funds holding SPDR DJ Wilshire Large Cap Value