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SPDR DJ Wilshire Large Cap Value shares owned by Private Client Services

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

Historical chart of Private Client 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 Private Client 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 Private Client Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $580k 12k 50.10
2023-12-31 $216k 4.6k 46.63

More positions owned by Private Client Services

Ishares Tr Core S&p500 Etf (IVV)
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Ishares Tr S&p 100 Etf (OEF)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Pacer Fds Tr Pacer Us Small (CALF)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Microsoft Corporation (MSFT)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
J P Morgan Exchange Traded F Equity Premium (JEPI)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)
Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO)

View all positions for Private Client Services

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