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SPDR DJ Wilshire Large Cap Value shares owned by WNY Asset Management

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

Historical chart of WNY Asset Management 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 WNY Asset Management 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 WNY Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $601k 12k 50.10
2023-12-31 $616k 13k 46.63

More positions owned by WNY Asset Management

Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Admiral Fds Midcp 400 Idx (IVOO)
Ishares Tr Core High Dv Etf (HDV)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
T Rowe Price Etf Price Div Grwt (TDVG)
Apple (AAPL)
Select Sector Spdr Tr Energy (XLE)

View all positions for WNY Asset Management

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