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SPDR DJ Wilshire Large Cap Value shares owned by Altman Advisors

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

Historical chart of Altman 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 Altman 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 Altman Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.0M 21k 49.79
2023-12-31 $947k 20k 46.63
2023-09-30 $813k 20k 41.26
2023-03-31 $676 17k 0.04

More positions owned by Altman Advisors

First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)
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Amazon (AMZN)
Microsoft Corporation (MSFT)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
NVIDIA Corporation (NVDA)
Exxon Mobil Corporation (XOM)
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)
Ishares Gold Tr Ishares New (IAU)
Costco Wholesale Corporation (COST)
JPMorgan Chase & Co. (JPM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
CBOE Holdings (CBOE)
Meta Platforms Cl A (META)

View all positions for Altman Advisors

Top funds holding SPDR DJ Wilshire Large Cap Value

Financial Engines Advisors L.L.C
LPL Financial
Hanson McClain Advisors
Morgan Stanley
ValMark Advisers
UBS Group
Ameriprise Financial
Bank of America Corporation
Horizon Investments
Jpmorgan Chase & Co
CWM
Envestnet Asset Management
Raymond James Financial Services Advisors
Advisory Alpha
Willis Johnson & Associates

View all funds holding SPDR DJ Wilshire Large Cap Value