Ascent Group »

SPDR DJ Wilshire Large Cap Value shares owned by Ascent Group

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

Historical chart of Ascent Group 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 Ascent Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SPDR DJ Wilshire Large Cap Value by Ascent Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 25k 52.86
2024-06-30 $1.2M 25k 48.74
2022-12-31 $382k 9.8k 38.89

More positions owned by Ascent Group

Apple (AAPL)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core Us Aggbd Et (AGG)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Growth Etf (VUG)
UnitedHealth (UNH)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Ascent Group

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
ValMark Advisers
Jpmorgan Chase & Co
Advisory Alpha
CWM
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