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SPDR DJ Wilshire Large Cap Value shares owned by MBE Wealth Management

Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by MBE Wealth Management from 13F filings

Historical chart of MBE Wealth Management 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 MBE Wealth Management 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 MBE Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $21M 415k 50.10
2023-12-31 $1.4M 29k 46.63

More positions owned by MBE Wealth Management

Vanguard Index Fds Small Cp Etf (VB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Cre U S Reit Etf (USRT)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core Div Grwth (DGRO)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Ssga Active Etf Tr Mult Ass Rlrtn (RLY)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Etf Ser Solutions Aptus Large Cap (DUBS)
Etf Ser Solutions Aptus Int Enh Yl (IDUB)
Etf Ser Solutions Aptus Defined (DRSK)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for MBE Wealth Management

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