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Fortis Group Advisors »

SPDR DJ Wilshire Large Cap Value shares owned by Fortis Group Advisors

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

Historical chart of Fortis Group Advisors 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 Fortis Group Advisors 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 Fortis Group Advisors

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$491k	9.3k	52.86
2024-06-30	$578k	12k	48.74
2024-03-31	$561k	11k	50.10
2023-12-31	$428k	11k	40.72
2023-09-30	$428k	11k	40.72
2023-06-30	$455k	11k	43.20
2023-03-31	$435k	11k	41.43

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Ishares Tr 0-3 Mnth Treasry (SGOV)

Invesco Qqq MF Closed and MF Open (QQQ)

View all positions for Fortis Group Advisors

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

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

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