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SPDR DJ Wilshire Large Cap Value shares owned by Cassaday & Co Wealth Management

Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by Cassaday & Co Wealth Management from 13F filings

Historical chart of Cassaday & Co Wealth Management 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 Cassaday & Co Wealth Management 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 Cassaday & Co Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $564k 12k 46.63
2023-09-30 $499k 12k 41.26
2023-06-30 $522k 12k 43.20
2023-03-31 $492k 12k 40.72
2022-12-31 $470k 12k 38.89

More positions owned by Cassaday & Co Wealth Management

Vanguard World Mega Grwth Ind (MGK)
World Gold Tr Spdr Gld Minis
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr Rus 2000 Grw Etf (IWO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr Rus 1000 Val Etf (IWD)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Apple (AAPL)
Ishares Tr Eafe Grwth Etf (EFG)

View all positions for Cassaday & Co Wealth Management

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

View all funds holding SPDR DJ Wilshire Large Cap Value