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SPDR DJ Wilshire Large Cap Value shares owned by Fortune 45

Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by Fortune 45 from 13F filings

Historical chart of Fortune 45 investment in SPDR DJ Wilshire Large Cap Value

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All positions including SPDR DJ Wilshire Large Cap Value held by Fortune 45 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 Fortune 45

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.2M 60k 52.86
2024-06-30 $3.0M 63k 48.74
2024-03-31 $3.1M 61k 49.92
2023-12-31 $2.9M 61k 46.63
2023-09-30 $11M 256k 41.26
2023-06-30 $15M 353k 43.20

More positions owned by Fortune 45

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Ishares Tr 10+ Yr Invst Grd (IGLB)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard World Mega Grwth Ind (MGK)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Fortune 45

Top funds holding SPDR DJ Wilshire Large Cap Value

Financial Engines Advisors L.L.C
LPL Financial
Hanson McClain Advisors
Envestnet Asset Management
ValMark Advisers
Bank of America Corporation
Ameriprise Financial
UBS Group
Jpmorgan Chase & Co
Advisory Alpha
CWM
Raymond James Financial Services Advisors
Royal Bank of Canada
Advisor Group Holdings
Willis Johnson & Associates

View all funds holding SPDR DJ Wilshire Large Cap Value