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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
2024-06-30	$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)

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)

Vanguard Scottsdale Fds Vng Rus1000grw (VONG)

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)

Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

Pacer Fds Tr Us Cash Cows 100 (COWZ)

Fidelity Covington Trust Msci Rl Est Etf (FREL)

Wisdomtree Tr Us Hgh Yld Corp (WFHY)

Ishares Tr Morningstar Grwt (ILCG)

Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)

Graniteshares Etf Tr Bbg Commd K 1 (COMB)

Schwab Strategic Tr Us Lcap Va Etf (SCHV)

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

Bank of America Corporation

Jpmorgan Chase & Co

Advisory Alpha

Envestnet Asset Management

Raymond James Financial Services Advisors

CWM

Royal Bank of Canada

Franklin Resources

View all funds holding SPDR DJ Wilshire Large Cap Value

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