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SPDR DJ Wilshire Large Cap Value shares owned by Alpha Cubed Investments

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

Historical chart of Alpha Cubed Investments 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 Alpha Cubed Investments 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 Alpha Cubed Investments

Quarter filed Position value Share count Share price at filing
2024-03-31 $256k 5.1k 50.10
2023-12-31 $239k 5.1k 46.63
2023-09-30 $211k 5.1k 41.26

More positions owned by Alpha Cubed Investments

Apple (AAPL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Cme (CME)
Asml Holding N V N Y Registry Shs (ASML)
NVIDIA Corporation (NVDA)
Palo Alto Networks (PANW)
American Tower Reit (AMT)
Quanta Services (PWR)
Caterpillar (CAT)
Netflix (NFLX)
Johnson & Johnson (JNJ)
UnitedHealth (UNH)

View all positions for Alpha Cubed Investments

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