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SPDR DJ Wilshire Large Cap Value shares owned by Portside Wealth Group

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

Historical chart of Portside Wealth 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 Portside Wealth 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 Portside Wealth Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.5M 110k 50.10
2023-12-31 $4.8M 104k 46.63
2023-09-30 $4.2M 103k 41.27
2023-06-30 $4.3M 99k 43.20

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Amazon Call Option (AMZN)
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Visa Com Cl A (V)
Alphabet Cap Stk Cl C (GOOG)
salesforce (CRM)
Servicenow (NOW)
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Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Novo-nordisk A S Adr (NVO)
Mastercard Incorporated Cl A (MA)
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Accenture Plc Ireland Shs Class A (ACN)
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View all positions for Portside Wealth Group

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
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