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SPDR DJ Wilshire Large Cap Value shares owned by 626 Financial

Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by 626 Financial from 13F filings

Historical chart of 626 Financial investment in SPDR DJ Wilshire Large Cap Value

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All positions including SPDR DJ Wilshire Large Cap Value held by 626 Financial 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 626 Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $636k 12k 52.86
2024-06-30 $701k 14k 48.74
2024-03-31 $720k 14k 50.10
2023-12-31 $670k 14k 46.63
2023-09-30 $669k 16k 41.26
2023-06-30 $700k 16k 43.20
2023-03-31 $711k 18k 40.72
2022-12-31 $751k 19k 38.89
2022-09-30 $696k 20k 34.51

More positions owned by 626 Financial

Wisdomtree Tr Us Total Dividnd (DTD)
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Ishares Tr Core S&p Mcp Etf (IJH)
First Tr Exch Trd Alphdx Em Sml Cp Alph (FEMS)
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Ishares Tr Msci India Sm Cp (SMIN)

View all positions for 626 Financial

Top funds holding SPDR DJ Wilshire Large Cap Value

Financial Engines Advisors L.L.C
LPL Financial
Hanson McClain Advisors
Envestnet Asset Management
Morgan Stanley
Bank of America Corporation
ValMark Advisers
Jpmorgan Chase & Co
Advisory Alpha
CWM
Raymond James Financial Services Advisors
Royal Bank of Canada
Advisor Group Holdings
Willis Johnson & Associates
Townsquare Capital

View all funds holding SPDR DJ Wilshire Large Cap Value