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SPDR DJ Wilshire Large Cap Value shares owned by AIFG Consultants

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

Historical chart of AIFG Consultants 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 AIFG Consultants 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 AIFG Consultants

Quarter filed Position value Share count Share price at filing
2024-03-31 $822k 16k 50.10
2023-12-31 $765k 16k 46.63
2023-09-30 $755k 18k 41.26
2023-06-30 $802k 19k 43.20
2023-03-31 $597k 15k 40.72
2022-12-31 $597k 15k 38.89

More positions owned by AIFG Consultants

Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)
Spdr Portfolio Aggregate Bond Etf Etf (SPAB)
First Trust Nasdaq-100 Equal Weighted Index Fund Etf (QQEW)
Jpmorgan Equity Premium Income Fund Jpmorgan Equity Premium Income Fund Etf (JEPI)
Ft Vest Us Equity Moderate Buffer Etf February Etf (GFEB)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Spdr Gold Minishares Trust Etf (GLDM)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Ft Vest U.s. Equity Buffer Etf - July Etf (FJUL)
Invesco Bulletshares 2026 High Yield Corp Bond Etf Etf (BSJQ)
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY)
First Trust Morningstar Dividend Leaders Index Fund Etf (FDL)
Ft Vest U.s. Equity Enhance & Moderate Buffer Etf - March Etf (XMAR)
Ishares National Muni Bond Etf Etf (MUB)
Ft Cboe Vest Fund Of Buffer Etfs Etf (BUFR)

View all positions for AIFG Consultants

Top funds holding SPDR DJ Wilshire Large Cap Value

LPL Financial
Hanson McClain Advisors
Horizon Investments
ValMark Advisers
UBS Group
Bank of America Corporation
Jpmorgan Chase & Co
CWM
Royal Bank of Canada
Raymond James Financial Services Advisors
Advisory Alpha
Willis Johnson & Associates
Franklin Resources
Tiaa Trust, National Association
Betterment

View all funds holding SPDR DJ Wilshire Large Cap Value