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SPDR DJ Wilshire Large Cap Value shares owned by CX Institutional

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

Historical chart of CX Institutional 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 CX Institutional 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 CX Institutional

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.3M 146k 50.10
2023-12-31 $6.4M 138k 46.63
2023-09-30 $8.2M 199k 41.26
2023-06-30 $9.3M 215k 43.20
2023-03-31 $9.3M 228k 40.74
2022-12-31 $7.9M 203k 38.89
2022-09-30 $13M 367k 34.49
2022-06-30 $21M 583k 36.82
2022-03-31 $7.2M 173k 41.75
2021-12-31 $8.0M 190k 42.00
2021-09-30 $6.4M 165k 39.00
2021-06-30 $6.7M 170k 39.54
2021-03-31 $6.5M 172k 37.90
2020-12-31 $9.8M 284k 34.39
2020-09-30 $9.5M 314k 30.20
2020-06-30 $6.5M 224k 28.98
2020-03-31 $6.8M 265k 25.84
2019-12-31 $8.7M 249k 34.91
2019-09-30 $8.1M 254k 31.96
2019-06-30 $5.9M 188k 31.28

More positions owned by CX Institutional

iShares Core S&P 500 Core S&p500 Etf (IVV)
iShares MSCI World Index Msci World Etf (URTH)
SPDR Portfolio Intmdt Term Trs ETF Portfli Intrmdit (SPTI)
Schwab US Large Cap Value ETF Us Lcap Va Etf (SCHV)
iShares Barclays 20 Yr Treasury Bond 20 Yr Tr Bd Etf (TLT)
Janus Henderson AAA Hendrson Aaa Cl (JAAA)
SPDR Portfolio Corporate Bond ETF Portfolio Crport (SPBO)
Vanguard Mid-Cap Mid Cap Etf (VO)
Vanguard Mega Cap Growth Mega Grwth Ind (MGK)
iShares Russell 1000 Growth ETF Rus 1000 Grw Etf (IWF)
iShares S&P 500 Value ETF S&p 500 Val Etf (IVE)
VanEck Lehman AMT-Free Int Muni Intrmdt Muni Etf (ITM)
Vanguard Small-Cap Small Cp Etf (VB)
SPDR Portfolio Mortgage Backed Bond ETF Port Mtg Bk Etf (SPMB)
iShares 0-3 Month Treasury Bond ETF 0-3 Mnth Treasry (SGOV)

View all positions for CX Institutional

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