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SPDR DJ Wilshire Large Cap Value shares owned by Creative Financial Designs

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

Historical chart of Creative Financial Designs 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 Creative Financial Designs 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 Creative Financial Designs

Quarter filed Position value Share count Share price at filing
2023-12-31 $32M 694k 46.63
2023-09-30 $26M 636k 41.26
2023-06-30 $25M 569k 43.20
2023-03-31 $22M 533k 40.72
2022-12-31 $1.5M 37k 38.89
2022-09-30 $1.3M 37k 34.49
2022-06-30 $1.3M 35k 36.82
2022-03-31 $1.4M 33k 41.76
2021-12-31 $203k 4.8k 42.03
2021-09-30 $188k 4.8k 38.92
2021-06-30 $202k 5.1k 39.48
2021-03-31 $199k 5.3k 37.87
2020-12-31 $181k 5.3k 34.44
2020-09-30 $165k 5.5k 30.14
2020-06-30 $186k 6.4k 28.96
2020-03-31 $166k 6.4k 25.80
2019-12-31 $217k 6.2k 34.96
2019-09-30 $205k 6.6k 30.98
2019-06-30 $87k 2.8k 31.49
2019-03-31 $84k 2.8k 30.40
2018-12-31 $47k 1.7k 27.37
2018-09-30 $51k 1.6k 31.10
2018-06-30 $2.0k 75 26.67

More positions owned by Creative Financial Designs

Ishares Morningstar Mid-cap Growth Etf Etf (IMCG)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Vanguard Russell 1000 Growth Etf Etf (VONG)
Fidelity Total Bond Etf Etf (FBND)
Spdr Portfolio Short Term Treasury Etf Etf (SPTS)
Vanguard Value Etf Etf (VTV)
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)
Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB)
Apple Stock (AAPL)
Vanguard Short-term Treasury Etf Etf (VGSH)
Ishares 0-5 Year Investment Grade Corporate Bond Etf Etf (SLQD)
Vanguard Mega Cap Value Etf Etf (MGV)
Ishares Msci Eafe Growth Etf Etf (EFG)
Vanguard S&p 500 Growth Etf Etf (VOOG)
Amazon Stock (AMZN)

View all positions for Creative Financial Designs

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
Raymond James Financial Services Advisors
Royal Bank of Canada
Bank of New York Mellon
Jpmorgan Chase & Co
Franklin Resources
Willis Johnson & Associates
Betterment
Advisory Alpha

View all funds holding SPDR DJ Wilshire Large Cap Value