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SPDR DJ Wilshire Large Cap Value shares owned by MONECO Advisors

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

Historical chart of MONECO 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 MONECO 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 MONECO Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $11M 215k 50.10
2023-12-31 $7.4M 160k 46.63
2023-09-30 $4.0M 98k 41.26
2023-06-30 $2.3M 54k 43.20
2023-03-31 $384k 9.4k 40.72
2022-12-31 $395k 10k 38.89
2022-09-30 $332k 9.6k 34.53
2022-06-30 $289k 7.8k 36.84
2022-03-31 $209k 5.0k 41.73

More positions owned by MONECO Advisors

Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 100 Etf (OEF)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Cambria Etf Tr Shshld Yield Etf (SYLD)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Amazon (AMZN)
Johnson & Johnson (JNJ)
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)
Ishares Tr Msci Usa Min Vol (USMV)
Spdr Ser Tr S&p Divid Etf (SDY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)

View all positions for MONECO 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