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SPDR DJ Wilshire Large Cap Value shares owned by Atria Wealth Solutions

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

Historical chart of Atria Wealth Solutions 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 Atria Wealth Solutions 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 Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2023-12-31 $17M 366k 46.63
2023-09-30 $9.2M 224k 41.26
2023-06-30 $12M 285k 43.20
2023-03-31 $12M 291k 40.72
2022-12-31 $17M 437k 38.89
2022-09-30 $9.5M 255k 37.28
2022-06-30 $7.5M 204k 36.82
2022-03-31 $4.7M 113k 41.77

More positions owned by Atria Wealth Solutions

Apple Put Option (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Amazon (AMZN)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Atria Wealth Solutions

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