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

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

Historical chart of JDM 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 JDM 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 JDM Financial Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.2M 89k 46.63
2023-09-30 $3.7M 90k 41.26
2023-06-30 $3.9M 90k 43.20
2023-03-31 $3.7M 90k 40.72
2022-12-31 $3.7M 95k 38.89

More positions owned by JDM Financial Group

Vanguard S&p 500 Etf Etf (VOO)
Ishares S&p 500 Index Etf (IVV)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Vanguard Mid Cap Etf (VO)
Vanguard Small-cap Etf Etf (VB)
Spdr S&p 500 Etf Trust Etf (SPY)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Apple Stock (AAPL)
Spdr Portfolio Emerging Markets Etf Etf (SPEM)
Vanguard Reit Index Etf Etf (VNQ)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares Core Msci Eafe Etf Etf (IEFA)

View all positions for JDM 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