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SPDR DJ Wilshire Large Cap Value shares owned by Northeast Financial Consultants

Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by Northeast Financial Consultants from 13F filings

Historical chart of Northeast Financial Consultants 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 Northeast Financial Consultants 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 Northeast Financial Consultants

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.3M 27k 46.63
2023-09-30 $2.6M 63k 41.26
2023-06-30 $2.1M 49k 43.20
2023-03-31 $1.2M 30k 40.72
2022-12-31 $825k 21k 38.89

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
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Microsoft Corporation (MSFT)
Amazon (AMZN)
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First Tr Exchange-traded Dj Internt Idx (FDN)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Northeast Financial Consultants

Top funds holding SPDR DJ Wilshire Large Cap Value

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

View all funds holding SPDR DJ Wilshire Large Cap Value