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SPDR DJ Wilshire Large Cap Value shares owned by Atomi Financial Group

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

Historical chart of Atomi Financial 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 Atomi Financial Group 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 Atomi Financial Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $906k 19k 46.63
2023-09-30 $236k 5.7k 41.26
2023-06-30 $241k 5.6k 43.20
2023-03-31 $329k 8.1k 40.72

More positions owned by Atomi Financial Group

Coinbase Global Com Cl A (COIN)
Apple (AAPL)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Small Cp Etf (VB)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
NVIDIA Corporation (NVDA)
JPMorgan Chase & Co. (JPM)

View all positions for Atomi Financial Group

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
Royal Bank of Canada
Raymond James Financial Services Advisors
Jpmorgan Chase & Co
Willis Johnson & Associates
Franklin Resources
Betterment
Advisory Alpha
Tiaa Trust, National Association

View all funds holding SPDR DJ Wilshire Large Cap Value