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SPDR DJ Wilshire Large Cap Value shares owned by Angeles Wealth Management

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

Historical chart of Angeles Wealth Management 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 Angeles Wealth Management 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 Angeles Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $54M 1.3M 41.26
2023-06-30 $49M 1.1M 43.20
2023-03-31 $43M 1.1M 40.72
2022-12-31 $35M 898k 38.89
2022-09-30 $29M 829k 34.49
2022-06-30 $19M 516k 36.82
2022-03-31 $53M 1.3M 41.75

More positions owned by Angeles Wealth Management

Vanguard World Mega Grwth Ind (MGK)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Shrt Nat Mun Etf (SUB)
Vanguard Index Fds Value Etf (VTV)
Microsoft Corporation (MSFT)
Ishares Tr Core Msci Total (IXUS)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Ishares Msci World Etf (URTH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Spdr Ser Tr Bloomberg Sht Te (SJNK)
Ares Management Corporation Cl A Com Stk (ARES)

View all positions for Angeles Wealth Management

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
Raymond James Financial Services Advisors
Royal Bank of Canada
Bank of New York Mellon
Jpmorgan Chase & Co
Franklin Resources
Willis Johnson & Associates
Betterment
Advisory Alpha

View all funds holding SPDR DJ Wilshire Large Cap Value