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SPDR DJ Wilshire Large Cap Value shares owned by WCG Wealth Advisors

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

Historical chart of WCG Wealth Advisors 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 WCG Wealth Advisors 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 WCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.6M 33k 46.62
2023-09-30 $1.3M 32k 41.25
2023-06-30 $573k 13k 43.18
2023-03-31 $561k 14k 40.72
2022-12-31 $678k 17k 38.89
2022-09-30 $611k 18k 34.48
2022-06-30 $219k 7.8k 28.10

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View all positions for WCG Wealth Advisors

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