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American Financial & Tax Strategies »

SPDR DJ Wilshire Large Cap Value shares owned by American Financial & Tax Strategies

Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by American Financial & Tax Strategies from 13F filings

Historical chart of American Financial & Tax Strategies 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 American Financial & Tax Strategies 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 American Financial & Tax Strategies

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$6.9M	131k	52.86
2024-06-30	$6.4M	131k	48.74
2024-03-31	$6.3M	126k	50.10
2023-12-31	$5.8M	125k	46.63

More positions owned by American Financial & Tax Strategies

Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

Wisdomtree Tr Em Ex St-owned (XSOE)

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Spdr Ser Tr Prtflo S&p500 Gw (SPYG)

Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)

Vanguard World Mega Grwth Ind (MGK)

Fidelity Covington Trust Msci Rl Est Etf (FREL)

Pacer Fds Tr Us Cash Cows 100 (COWZ)

Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)

Ishares Tr Morningstar Grwt (ILCG)

Graniteshares Etf Tr Bbg Commd K 1 (COMB)

Schwab Strategic Tr Us Lcap Va Etf (SCHV)

Vanguard Whitehall Fds Intl Dvd Etf (VIGI)

View all positions for American Financial & Tax Strategies

Top funds holding SPDR DJ Wilshire Large Cap Value

Financial Engines Advisors L.L.C

LPL Financial

Hanson McClain Advisors

Envestnet Asset Management

Morgan Stanley

Bank of America Corporation

Raymond James Financial Services Advisors

Royal Bank of Canada

Advisor Group Holdings

Willis Johnson & Associates

Townsquare Capital

View all funds holding SPDR DJ Wilshire Large Cap Value

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