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SPDR DJ Wilshire Large Cap Value shares owned by Vance Wealth

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

Historical chart of Vance Wealth 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 Vance Wealth 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 Vance Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.8M 77k 50.10
2023-12-31 $3.6M 77k 46.63
2023-09-30 $2.8M 68k 41.26
2023-06-30 $3.0M 70k 43.20
2023-03-31 $1.6M 40k 40.72
2022-12-31 $1.2M 30k 38.89

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View all positions for Vance Wealth

Top funds holding SPDR DJ Wilshire Large Cap Value

Financial Engines Advisors L.L.C
LPL Financial
Hanson McClain Advisors
Morgan Stanley
ValMark Advisers
UBS Group
Ameriprise Financial
Bank of America Corporation
Horizon Investments
Jpmorgan Chase & Co
CWM
Envestnet Asset Management
Raymond James Financial Services Advisors
Advisory Alpha
Willis Johnson & Associates

View all funds holding SPDR DJ Wilshire Large Cap Value