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SPDR DJ Wilshire Large Cap Value shares owned by Beacon Financial

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

Historical chart of Beacon Financial investment in SPDR DJ Wilshire Large Cap Value

Jan 2024Mar 2024May 2024Jul 2024Sep 2024Nov 2024Jan 2025Mar 2025540k560k580k600k620k11.4k11.5k11.6k11.7k11.8k
Value ($)Share countHistorical SPYV position of Beacon Financial Source: stockzoa.comValue ($)Share count

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All positions including SPDR DJ Wilshire Large Cap Value held by Beacon Financial 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 Beacon Financial

Quarter filed Position value Share count Share price at filing
2025-03-31 $602k 12k 51.07
2024-12-31 $603k 12k 51.14
2024-09-30 $623k 12k 52.86
2024-06-30 $553k 11k 48.74
2024-03-31 $569k 11k 50.10
2023-12-31 $529k 11k 46.63

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Wisdomtree Tr Us Qtly Div Grt (DGRW)
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Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
First Tr Morningstar Divid L SHS (FDL)
Blackrock Etf Trust Ishares Intl Div (BIDD)
Ishares Tr TRS FLT RT BD (TFLO)
Vanguard Index Fds Growth Etf (VUG)
First Tr Value Line Divid In SHS (FVD)
Ishares Tr Core S&p Ttl Stk (ITOT)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Fidelity Covington Trust Qlty Fctor Etf (FQAL)
Exxon Mobil Corporation (XOM)

View all positions for Beacon Financial

Top funds holding SPDR DJ Wilshire Large Cap Value

Financial Engines Advisors L.L.C
LPL Financial
Hanson McClain Advisors
Demars Financial Group
Morgan Stanley
Ameriprise Financial
ValMark Advisers
UBS Group
Bank of America Corporation
Horizon Investments
Raymond James Financial
Jpmorgan Chase & Co
Royal Bank of Canada
CWM
NorthRock Partners

View all funds holding SPDR DJ Wilshire Large Cap Value