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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
2024-03-31 $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

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Microsoft Corporation (MSFT)
Ssga Active Etf Tr Blackstone Senr (SRLN)
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Lockheed Martin Corporation (LMT)
JPMorgan Chase & Co. (JPM)
Wal-Mart Stores (WMT)
Dow (DOW)
Broadcom (AVGO)
GSK Sponsored Adr (GSK)
Sempra Energy (SRE)

View all positions for Greystone Financial Group

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