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SPDR DJ Wilshire Large Cap Value shares owned by Brown Financial Advisors

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

Historical chart of Brown Financial Advisors 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 Brown Financial Advisors 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 Brown Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $13k 262 48.74

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Spdr Ser Tr Portfolio S&p500 (SPLG)
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Doubleline Etf Trust Mortgage Etf (DMBS)
Ishares Tr Ishs 5-10yr Invt (IGIB)
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Alphabet Cap Stk Cl C (GOOG)
Aim Etf Products Trust Us Larcp B20 Mar (MARW)
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Ishares Tr Msci Usa Qlt Fct (QUAL)
Ssga Active Etf Tr Ult Sht Trm Bd (ULST)
Powershares Actively Managed Ultra Shrt Dur (GSY)

View all positions for Brown Financial Advisors

Top funds holding SPDR DJ Wilshire Large Cap Value

Financial Engines Advisors L.L.C
LPL Financial
Hanson McClain Advisors
Morgan Stanley
ValMark Advisers
UBS Group
Ameriprise Financial
Bank of America Corporation
Jpmorgan Chase & Co
Advisory Alpha
Envestnet Asset Management
Raymond James Financial Services Advisors
CWM
Royal Bank of Canada
Franklin Resources

View all funds holding SPDR DJ Wilshire Large Cap Value