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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
2024-03-31 $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

More positions owned by Calton & Associates

Wisdomtree Tr Floatng Rat Trea (USFR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard World Financials Etf (VFH)
Apple (AAPL)
Spdr Ser Tr Bloomberg Invt (FLRN)
Vanguard Index Fds Growth Etf (VUG)
Vanguard World Mega Cap Index (MGC)
Vanguard World Health Car Etf (VHT)
Ssga Active Etf Tr Blackstone Senr (SRLN)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Microsoft Corporation (MSFT)

View all positions for Calton & Associates

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
Advisory Alpha
Jpmorgan Chase & Co
Willis Johnson & Associates
Franklin Resources
Betterment
Tiaa Trust, National Association

View all funds holding SPDR DJ Wilshire Large Cap Value