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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
2024-03-31 $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

More positions owned by Fortis Group Advisors

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Ishares 1-3yr MF Closed and MF Open (SHY)
SPDR S&P MF Closed and MF Open (SPY)
Invesco Qqq MF Closed and MF Open (QQQ)
Ishares Russell MF Closed and MF Open (IWO)
Spdr Gold Common Stock (GLD)
Apple Common Stock (AAPL)
Vanguard World Mega Grwth Ind (MGK)
T Rowe Price Etf Cap Appreciation (TCAF)
RBB Us Treas 3 Mnth (TBIL)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Amazon Common Stock (AMZN)

View all positions for Fortis Group Advisors

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
Royal Bank of Canada
Raymond James Financial Services Advisors
Jpmorgan Chase & Co
Willis Johnson & Associates
Franklin Resources
Betterment
Advisory Alpha
Tiaa Trust, National Association

View all funds holding SPDR DJ Wilshire Large Cap Value