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SPDR DJ Wilshire Large Cap Value shares owned by 55i

Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by 55i from 13F filings

Historical chart of 55i 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 55i 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 55i

Quarter filed Position value Share count Share price at filing
2022-09-30 $7.1M 205k 34.49
2022-06-30 $22M 605k 36.82
2022-03-31 $25M 602k 41.75
2021-12-31 $32M 767k 42.00
2021-09-30 $26M 665k 39.00
2021-06-30 $22M 559k 39.54
2021-03-31 $18M 473k 37.90
2020-12-31 $15M 425k 34.39
2020-09-30 $13M 420k 30.20
2020-06-30 $9.2M 318k 28.98
2020-03-31 $5.1M 180k 28.22
2019-12-31 $488k 14k 34.92

More positions owned by 55i

iShares Core S&P 500 ETF Etf (IVV)
iShares ESG Aware MSCI USA ETF Etf (ESGU)
SPDR Portfolio S&P 500 ETF Etf (SPLG)
iShares MSCI EAFE Value ETF Etf (EFV)
iShares MSCI EAFE Growth ETF Etf (EFG)
iShares MSCI USA Min Vol Facto Etf (USMV)
Vanguard 500 Index Fund Etf (VOO)
iShares S&P 100 ETF Etf (OEF)
iShares Edge MSCI Intl Value F Etf (IVLU)
iShares Core S&P Small-Cap ETF Etf (IJR)
iShares Russell 1000 ETF Etf (IWB)
iShares ESG MSCI USA Leaders E Etf (SUSL)
iShares MSCI Emerg Mkts Min Vo Etf (EEMV)
iShares MSCI USA Quality Facto Etf (QUAL)
Invesco S&P Emerging Markets L Etf (EELV)

View all positions for 55i

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
Raymond James Financial Services Advisors
Royal Bank of Canada
Bank of New York Mellon
Jpmorgan Chase & Co
Franklin Resources
Willis Johnson & Associates
Betterment
Advisory Alpha

View all funds holding SPDR DJ Wilshire Large Cap Value