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SPDR DJ Wilshire Large Cap Value shares owned by AA Financial Advisors

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

Historical chart of AA Financial 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 AA Financial 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 AA Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $16M 292k 52.86
2024-06-30 $9.8M 200k 48.74
2024-03-31 $4.3M 86k 50.10

More positions owned by AA Financial Advisors

Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Whitehall Fds High Div Yld (VYM)

View all positions for AA Financial Advisors

Top funds holding SPDR DJ Wilshire Large Cap Value

LPL Financial
Hanson McClain Advisors
Morgan Stanley
ValMark Advisers
Bank of America Corporation
Jpmorgan Chase & Co
Advisory Alpha
Envestnet Asset Management
CWM
Raymond James Financial Services Advisors
Royal Bank of Canada
Willis Johnson & Associates
Franklin Resources
Horizon Investments
Equitable Holdings

View all funds holding SPDR DJ Wilshire Large Cap Value