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SPDR DJ Wilshire Large Cap Value shares owned by KC Investment Advisors

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

Historical chart of KC Investment 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 KC Investment 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 KC Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $313k 5.9k 52.86
2024-06-30 $288k 5.9k 48.74
2024-03-31 $297k 5.9k 50.10

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Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ea Series Trust Alpha Arch 1-3 (BOXX)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Small Cp Etf (VB)
Spdr Ser Tr Portfolio Intrmd (SPIB)
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Apple (AAPL)
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Tesla Motors (TSLA)
Broadcom (AVGO)

View all positions for KC Investment 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