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SPDR DJ Wilshire Large Cap Value shares owned by Guardian Wealth Advisors

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

Historical chart of Guardian Wealth 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 Guardian Wealth 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 Guardian Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.0M 38k 52.86
2024-06-30 $1.1M 23k 48.74
2024-03-31 $992k 20k 50.10
2023-12-31 $240k 5.2k 46.63
2022-09-30 $34k 987 34.45

More positions owned by Guardian Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Ser Tr Bloomberg Sht Te (SJNK)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)
Ishares Tr Pfd And Incm Sec (PFF)
Ishares Tr Blackrock Ultra (ICSH)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
C H Robinson Worldwide Com New (CHRW)

View all positions for Guardian Wealth 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
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