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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

Tip: Access up to 7 years of quarterly data

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
2024-03-31 $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

Stryker Corporation (SYK)
Wisdomtree Tr Us Total Dividnd (DTD)
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Ishares Tr Core S&p Mcp Etf (IJH)
Microsoft Corporation (MSFT)
Amazon (AMZN)
First Tr Exch Trd Alphdx Em Sml Cp Alph (FEMS)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Alphabet Cap Stk Cl A (GOOGL)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Portfolio S&p600 (SPSM)
First Tr Multi Cp Val Alpha Shs Issued Frst (FAB)
Vanguard Index Fds Total Stk Mkt (VTI)
Qualcomm (QCOM)
JPMorgan Chase & Co. (JPM)

View all positions for 626 Financial

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
Jpmorgan Chase & Co
Willis Johnson & Associates
Franklin Resources
Betterment
Advisory Alpha
Tiaa Trust, National Association

View all funds holding SPDR DJ Wilshire Large Cap Value