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SPDR DJ Wilshire Large Cap Value shares owned by Calton & Associates

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

Historical chart of Calton & Associates 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 Calton & Associates 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 Calton & Associates

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.7M 32k 52.86
2024-06-30 $950k 20k 48.74
2024-03-31 $929k 19k 50.10
2023-12-31 $774k 17k 46.63
2023-09-30 $372k 9.0k 41.26
2017-12-31 $11k 356 30.90

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Invesco Qqq Tr Unit Ser 1 (QQQ)
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Apple (AAPL)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Wisdomtree Tr Floatng Rat Trea (USFR)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Ser Tr Bloomberg Invt (FLRN)
Vanguard World Financials Etf (VFH)
Northern Lts Fd Tr Ii Peakshares Secto (PSTR)
Vanguard Index Fds Growth Etf (VUG)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Capital Group Growth Etf Shs Creation Uni (CGGR)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard World Mega Cap Index (MGC)

View all positions for Calton & Associates

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