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SPDR DJ Wilshire Large Cap Value shares owned by M3 Advisory Group

Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by M3 Advisory Group from 13F filings

Historical chart of M3 Advisory 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 M3 Advisory 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 M3 Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $872k 17k 52.86
2024-06-30 $768k 16k 48.74
2024-03-31 $1.1M 22k 50.10
2023-12-31 $895k 19k 46.63

More positions owned by M3 Advisory Group

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Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
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NVIDIA Corporation (NVDA)
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Select Sector Spdr Tr Energy (XLE)
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Alphabet Cap Stk Cl A (GOOGL)
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Select Sector Spdr Tr Financial (XLF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for M3 Advisory Group

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