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SPDR DJ Wilshire Large Cap Value shares owned by ERn Financial

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

Historical chart of ERn 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 ERn 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 ERn Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $28M 522k 52.86
2024-06-30 $24M 486k 48.74
2024-03-31 $26M 518k 50.10
2023-12-31 $23M 499k 46.02
2023-09-30 $6.1M 148k 41.26
2023-06-30 $6.2M 143k 43.20
2023-03-31 $5.7M 139k 40.72
2022-12-31 $5.7M 147k 38.89
2022-09-30 $5.0M 145k 34.49
2022-06-30 $5.1M 138k 36.82
2022-03-31 $8.1M 194k 41.75
2021-12-31 $8.5M 203k 42.00
2021-09-30 $7.9M 202k 39.00
2021-06-30 $8.1M 204k 39.54
2021-03-31 $9.8M 258k 37.90
2020-12-31 $9.1M 265k 34.39
2020-09-30 $8.5M 282k 30.20
2020-06-30 $8.2M 284k 28.98
2020-03-31 $8.0M 311k 25.84
2019-12-31 $10M 287k 34.91
2019-09-30 $9.6M 301k 31.96
2019-06-30 $9.0M 287k 31.28
2019-03-31 $8.9M 284k 31.25
2018-12-31 $6.8M 251k 27.16

More positions owned by ERn Financial

Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
John Hancock Exchange Traded Multifactor Mi (JHMM)
First Tr Exchange-traded Managd Mun Etf (FMB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Global Reit Etf (REET)

View all positions for ERn Financial

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