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SPDR DJ Wilshire Large Cap Value shares owned by Collier Financial

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

Historical chart of Collier Financial 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 Collier Financial 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 Collier Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $12M 214k 55.33
2025-03-31 $8.5M 166k 51.07

More positions owned by Collier Financial

Spdr Portfolio MF Closed and MF Open (SPYG)
Spdr Intermediate MF Closed and MF Open (SPTI)
Spdr Mortgage MF Closed and MF Open (SPMB)
Spdr Portfolio MF Closed and MF Open (SPYV)
Spdr Developed MF Closed and MF Open (SPDW)
Spdr Portfolio MF Closed and MF Open (SPIB)
Spdr Portfolio MF Closed and MF Open (SPSM)
Spdr Emerging MF Closed and MF Open (SPEM)
Invesco S&p MF Closed and MF Open (SPHQ)
S&p Global Common Stock (SPGI)
Communication Services MF Closed and MF Open (XLC)
Spdr Series MF Closed and MF Open (SLYG)
Financial Select MF Closed and MF Open (XLF)
Healthcare Select MF Closed and MF Open (XLV)
Spdr Portfolio MF Closed and MF Open (SPLG)

View all positions for Collier Financial

Top funds holding SPDR DJ Wilshire Large Cap Value

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

View all funds holding SPDR DJ Wilshire Large Cap Value