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SPDR DJ Wilshire Large Cap Value shares owned by Interchange Capital Partners

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

Historical chart of Interchange Capital Partners 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 Interchange Capital Partners 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 Interchange Capital Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $271k 5.4k 50.10
2023-12-31 $251k 5.4k 46.69
2023-09-30 $222k 5.4k 41.26
2023-06-30 $231k 5.4k 43.20
2023-03-31 $217k 5.3k 40.72
2022-12-31 $209k 5.4k 38.89

More positions owned by Interchange Capital Partners

Ishares Tr Msci Intl Qualty (IQLT)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Usa Value (VLUE)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Core Msci Emkt (IEMG)
Apple (AAPL)
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP)
Amazon (AMZN)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Blackrock Etf Trust Us Eqt Factor (DYNF)

View all positions for Interchange Capital Partners

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
Advisory Alpha
Jpmorgan Chase & Co
Willis Johnson & Associates
Franklin Resources
Tiaa Trust, National Association
Betterment

View all funds holding SPDR DJ Wilshire Large Cap Value