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SPDR DJ Wilshire Large Cap Value shares owned by Greystone Financial Group

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

Historical chart of Greystone Financial Group 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 Greystone Financial Group 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 Greystone Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $358k 6.8k 52.86
2024-06-30 $327k 6.7k 48.74
2024-03-31 $335k 6.7k 50.10
2023-12-31 $1.5M 31k 46.63
2023-09-30 $878k 21k 41.26

More positions owned by Greystone Financial Group

Vanguard Bd Index Fds Long Term Bond (BLV)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Ishares Tr Jpmorgan Usd Emg (EMB)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Apple (AAPL)
Broadcom (AVGO)
Lockheed Martin Corporation (LMT)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Microsoft Corporation (MSFT)
Wal-Mart Stores (WMT)
American Express Company (AXP)
Lowe's Companies (LOW)
JPMorgan Chase & Co. (JPM)
Sempra Energy (SRE)

View all positions for Greystone Financial Group

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