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

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

Historical chart of Legacy 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 Legacy 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 Legacy Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $10M 196k 52.86
2024-06-30 $9.4M 194k 48.74

More positions owned by Legacy Financial Group

Ishares Tr Core S&p Us Gwt (IUSG)
Spdr Ser Tr S&p Divid Etf (SDY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core Total Usd (IUSB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr S&p 500 Grwt Etf (IVW)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Blackrock Etf Trust Ii Flexible Income (BINC)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)

View all positions for Legacy Financial Group

Top funds holding SPDR DJ Wilshire Large Cap Value

LPL Financial
Hanson McClain Advisors
Morgan Stanley
ValMark Advisers
Bank of America Corporation
Jpmorgan Chase & Co
Advisory Alpha
Envestnet Asset Management
CWM
Raymond James Financial Services Advisors
Royal Bank of Canada
Franklin Resources
Willis Johnson & Associates
Horizon Investments
Equitable Holdings

View all funds holding SPDR DJ Wilshire Large Cap Value