Cavalier Investments »

SPDR DJ Wilshire Large Cap Value shares owned by Cavalier Investments

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

Historical chart of Cavalier Investments 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 Cavalier Investments consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SPDR DJ Wilshire Large Cap Value by Cavalier Investments

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.9M 55k 52.86
2022-09-30 $2.7M 78k 34.49
2022-06-30 $5.0M 136k 36.82
2022-03-31 $6.4M 153k 41.75
2021-12-31 $4.7M 112k 42.00
2021-06-30 $3.0M 75k 39.53

More positions owned by Cavalier Investments

Eli Lilly & Co. (LLY)
Ishares Tr Russell 2000 Etf (IWM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Select Sector Spdr Tr Communication (XLC)
Broadcom (AVGO)
NVIDIA Corporation (NVDA)
Vaneck Etf Trust Semiconductr Etf (SMH)
Vanguard World Financials Etf (VFH)
Howmet Aerospace (HWM)
Select Sector Spdr Tr Technology (XLK)
Apple (AAPL)
Boston Scientific Corporation (BSX)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)

View all positions for Cavalier Investments

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