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

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

Historical chart of Larson 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 Larson 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 Larson Financial Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $19M 408k 46.63
2023-09-30 $18M 427k 41.26
2023-06-30 $19M 442k 43.20
2023-03-31 $19M 457k 40.72
2022-12-31 $18M 469k 38.89
2022-09-30 $17M 494k 34.49
2022-06-30 $18M 477k 36.82
2022-03-31 $19M 452k 41.75
2021-12-31 $18M 430k 42.00
2021-09-30 $16M 404k 39.00
2021-06-30 $15M 387k 39.54
2021-03-31 $12M 353k 34.39
2020-12-31 $12M 353k 34.39
2020-09-30 $10M 343k 30.20
2020-06-30 $8.5M 294k 28.98
2020-03-31 $6.9M 265k 25.84
2019-12-31 $7.1M 204k 34.91
2019-09-30 $6.0M 189k 31.96
2019-06-30 $6.1M 196k 31.28
2019-03-31 $4.4M 164k 27.16
2018-12-31 $4.4M 164k 27.16
2018-09-30 $3.5M 112k 31.12
2018-06-30 $3.4M 114k 29.63
2018-03-31 $3.3M 112k 29.40
2017-12-31 $520k 17k 30.69

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Dimensional Etf Trust Intl Small Cap E (DFIS)
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Dimensional Etf Trust Us Targeted Vlu (DFAT)
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Sml Cp Grw Etf (VBK)

View all positions for Larson 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
Bank of New York Mellon
Jpmorgan Chase & Co
Willis Johnson & Associates
Franklin Resources
Betterment
Advisory Alpha

View all funds holding SPDR DJ Wilshire Large Cap Value