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SPDR DJ Wilshire Large Cap Value shares owned by Carnick & Kubik

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

Historical chart of Carnick & Kubik 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 Carnick & Kubik 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 Carnick & Kubik

Quarter filed Position value Share count Share price at filing
2025-03-31 $4.4M 86k 51.07
2024-12-31 $4.2M 83k 51.14
2024-09-30 $4.2M 79k 52.86
2024-06-30 $3.8M 77k 48.74
2024-03-31 $3.9M 77k 50.10
2023-12-31 $3.6M 76k 46.63
2023-09-30 $3.2M 77k 41.26
2023-06-30 $3.4M 78k 43.20
2023-03-31 $3.1M 77k 40.72
2022-12-31 $3.0M 77k 38.89
2022-09-30 $3.0M 88k 34.49
2022-06-30 $3.2M 88k 36.82
2022-03-31 $3.9M 93k 41.75
2021-12-31 $3.9M 92k 42.01
2021-09-30 $3.6M 91k 39.00
2021-06-30 $3.5M 89k 39.54
2021-03-31 $3.1M 83k 37.90
2020-12-31 $2.8M 83k 34.40
2020-09-30 $2.5M 83k 30.21
2020-06-30 $2.3M 80k 28.98
2020-03-31 $1.7M 66k 25.85
2019-12-31 $2.3M 66k 34.91
2019-09-30 $2.2M 67k 31.97
2019-06-30 $2.1M 68k 31.28
2019-03-31 $2.0M 67k 30.29
2018-12-31 $1.8M 67k 27.16
2018-09-30 $2.0M 66k 31.11
2018-06-30 $1.8M 62k 29.63
2018-03-31 $1.7M 59k 29.40
2017-12-31 $2.0M 64k 30.68
2017-09-30 $1.9M 16k 116.65
2017-03-31 $6.0M 54k 112.74
2016-12-31 $6.1M 56k 109.47
2016-09-30 $5.6M 55k 102.94
2016-06-30 $5.3M 53k 100.41

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Ishares Tr Core Us Aggbd Et (AGG)
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Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr S&p 500 Val Etf (IVE)
Select Sector Spdr Tr Financial (XLF)

View all positions for Carnick & Kubik

Top funds holding SPDR DJ Wilshire Large Cap Value

Financial Engines Advisors L.L.C
LPL Financial
Goldman Sachs Group
Hanson McClain Advisors
Morgan Stanley
Ameriprise Financial
ValMark Advisers
Jpmorgan Chase & Co
UBS Group
Raymond James Financial
Advisory Alpha
Willis Johnson & Associates
Equitable Holdings
Dynasty Wealth Management
NorthRock Partners

View all funds holding SPDR DJ Wilshire Large Cap Value