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

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

Historical chart of LBMC 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 LBMC 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 LBMC Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $760k 15k 50.10
2023-12-31 $679k 15k 46.63
2023-09-30 $587k 15k 40.46
2023-06-30 $623k 14k 43.20
2023-03-31 $585k 14k 40.72
2022-12-31 $556k 14k 38.89
2022-09-30 $490k 14k 34.48

More positions owned by LBMC Investment Advisors

iShares S&P 500 Index (IVV)
Invesco S&p 500 Equal Weight Etf (RSP)
iShares Russell 2000 Index (IWM)
Ishares High Dividend Equity F (HDV)
iShares MSCI EAFE Index Fund (EFA)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
iShares Dow Jones Select Dividend (DVY)
Vanguard Europe Pacific ETF (VEA)
iShares Cohen & Steers Realty Maj. (ICF)
iShares S&P SmallCap 600 Index (IJR)
Hca Holdings (HCA)
Vanguard High Dividend Yield ETF (VYM)
Vanguard S&p 500 Etf idx (VOO)
Vanguard Scottsdale Fds vng rus2000idx (VTWO)
iShares S&P 500 Growth Index (IVW)

View all positions for LBMC Investment Advisors

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